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 | $113,176 | $232,540-51.3% | $185,117-38.9% | $147,584-23.3% |
| Participation rate | 86.4% | 82.4%+4.0pp | 77.3%+9.1pp | 82.8%+3.5pp |
| Annual return | 15.61% | 43.03%-27.4pp | 40.50%-24.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $6,646 | $5,195+27.9% | $4,182+58.9% | $4,876+36.3% |
| Participant deferral / active EE | $7,777 | $5,834+33.3% | $5,045+54.2% | $5,439+43.0% |
| Admin fee / account holder | $651 | $10,275-93.7% | $8,159-92.0% | $10,885-94.0% |