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 | $71,524 | $72,071-0.8% | $68,368+4.6% | $137,256-47.9% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 17.08% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,965 | $2,788+42.2% | $2,649+49.7% | $4,156-4.6% |
| Participant deferral / active EE | $8,464 | $4,410+91.9% | $4,123+105.3% | $6,407+32.1% |
| Admin fee / account holder | $415 | $5,336-92.2% | $5,150-92.0% | $12,270-96.6% |