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 | $111,021 | $105,126+5.6% | $94,646+17.3% | $139,434-20.4% |
| Participation rate | 78.6% | 82.4%-3.8pp | 80.8%-2.3pp | 80.3%-1.7pp |
| Annual return | 20.36% | 38.03%-17.7pp | 156.71%-136.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,061 | $7,599+32.4% | $7,418+35.6% | $6,710+49.9% |
| Admin fee / account holder | $562 | $8,984-93.7% | $7,231-92.2% | $11,403-95.1% |