See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,515 | $238,490-40.7% | $180,183-21.5% | $142,382-0.6% |
| Participation rate | 84.6% | 82.3%+2.4pp | 77.4%+7.2pp | 80.1%+4.5pp |
| Annual return | 14.28% | 33.56%-19.3pp | 27.86%-13.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,431 | $6,143-27.9% | $5,039-12.1% | $4,299+3.1% |
| Participant deferral / active EE | $8,542 | $7,996+6.8% | $6,822+25.2% | $6,507+31.3% |
| Admin fee / account holder | $307 | $28,866-98.9% | $19,975-98.5% | $12,624-97.6% |