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 | $134,617 | $157,256-14.4% | $141,162-4.6% | $152,861-11.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 17.44% | 64.32%-46.9pp | 71.39%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,002 | $5,261-61.9% | $4,735-57.7% | $4,762-58.0% |
| Participant deferral / active EE | $5,279 | $7,109-25.7% | $6,709-21.3% | $5,850-9.8% |
| Admin fee / account holder | $88,508 | $12,120+630.3% | $10,261+762.5% | $11,596+663.2% |