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 | $101,820 | $109,982-7.4% | $97,226+4.7% | $145,922-30.2% |
| Participation rate | 78.9% | 75.9%+3.0pp | 72.7%+6.3pp | 80.3%-1.3pp |
| Annual return | 10.15% | 242.90%-232.8pp | 75.13%-65.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,930 | $3,084-37.4% | $2,729-29.3% | $4,660-58.6% |
| Participant deferral / active EE | $4,576 | $4,676-2.1% | $4,264+7.3% | $6,688-31.6% |
| Admin fee / account holder | $318 | $6,221-94.9% | $5,654-94.4% | $13,397-97.6% |