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 | $115,780 | $111,754+3.6% | $103,333+12.0% | $145,922-20.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 12.08% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,060 | $4,212-51.1% | $3,868-46.7% | $4,660-55.8% |
| Participant deferral / active EE | $8,047 | $5,619+43.2% | $5,057+59.1% | $6,688+20.3% |
| Admin fee / account holder | $301 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |