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 | $126,816 | $109,327+16.0% | $89,391+41.9% | $158,922-20.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 12.95% | 345.68%-332.7pp | 245.62%-232.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $973 | $3,170-69.3% | $2,586-62.4% | $4,761-79.6% |
| Participant deferral / active EE | $4,575 | $4,598-0.5% | $3,890+17.6% | $5,982-23.5% |
| Admin fee / account holder | $5,450 | $6,153-11.4% | $4,881+11.7% | $11,246-51.5% |