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 | $115,056 | $197,591-41.8% | $177,821-35.3% | $158,922-27.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 13.99% | 58.76%-44.8pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,775 | $6,697-58.6% | $5,918-53.1% | $4,761-41.7% |
| Participant deferral / active EE | $3,586 | $8,405-57.3% | $7,714-53.5% | $5,982-40.1% |
| Admin fee / account holder | $1,986 | $15,399-87.1% | $12,427-84.0% | $11,246-82.3% |