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 | $115,287 | $106,890+7.9% | $84,015+37.2% | $152,861-24.6% |
| Participation rate | 81.0% | 75.2%+5.7pp | 69.0%+11.9pp | 82.4%-1.5pp |
| Annual return | 23.28% | 104.99%-81.7pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,290 | $2,734-52.8% | $1,983-35.0% | $4,762-72.9% |
| Participant deferral / active EE | $4,707 | $4,011+17.3% | $3,239+45.3% | $5,850-19.5% |
| Admin fee / account holder | $3,298 | $8,285-60.2% | $6,101-45.9% | $11,596-71.6% |