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 | $101,515 | $89,753+13.1% | $107,525-5.6% | $84,808+19.7% |
| Participation rate | 93.1% | 68.1%+25.0pp | 75.1%+18.0pp | 68.3%+24.8pp |
| Annual return | 14.04% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,883 | $3,113-7.4% | $3,754-23.2% | $2,631+9.6% |
| Participant deferral / active EE | $3,198 | $4,056-21.2% | $5,116-37.5% | $4,212-24.1% |
| Admin fee / account holder | $872 | $7,222-87.9% | $8,919-90.2% | $7,344-88.1% |