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 | $136,566 | $111,754+22.2% | $103,333+32.2% | $145,922-6.4% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 10.03% | 24.77%-14.7pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,666 | $4,212-36.7% | $3,868-31.1% | $4,660-42.8% |
| Participant deferral / active EE | $7,691 | $5,619+36.9% | $5,057+52.1% | $6,688+15.0% |
| Admin fee / account holder | $41,384 | $9,750+324.4% | $8,355+395.3% | $13,397+208.9% |