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 | $77,130 | $72,277+6.7% | $101,248-23.8% | $79,858-3.4% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 14.53% | 22.30%-7.8pp | 46.47%-31.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,987 | $2,692-26.2% | $3,660-45.7% | $2,471-19.6% |
| Participant deferral / active EE | $4,999 | $3,282+52.3% | $4,370+14.4% | $3,740+33.6% |
| Admin fee / account holder | $659 | $4,400-85.0% | $5,945-88.9% | $5,306-87.6% |