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 | $111,462 | $61,605+80.9% | $112,229-0.7% | $75,163+48.3% |
| Participation rate | 90.5% | 61.7%+28.8pp | 72.4%+18.0pp | 67.2%+23.3pp |
| Annual return | 20.27% | 28.47%-8.2pp | 30.20%-9.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,281 | $2,015+13.2% | $3,430-33.5% | $2,670-14.5% |
| Participant deferral / active EE | $3,218 | $3,108+3.5% | $4,798-32.9% | $4,125-22.0% |
| Admin fee / account holder | $2,111 | $4,862-56.6% | $7,748-72.8% | $5,651-62.6% |