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 | $108,099 | $101,618+6.4% | $93,063+16.2% | $137,256-21.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 16.42% | 223.95%-207.5pp | 34.15%-17.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,252 | $2,707+20.1% | $2,476+31.3% | $4,156-21.8% |
| Participant deferral / active EE | $4,112 | $4,279-3.9% | $3,958+3.9% | $6,407-35.8% |
| Admin fee / account holder | $5,167 | $6,198-16.6% | $6,033-14.3% | $12,270-57.9% |