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 | $102,066 | $137,414-25.7% | $189,513-46.1% | $85,850+18.9% |
| Participation rate | 98.1% | 84.6%+13.5pp | 87.8%+10.3pp | 69.3%+28.8pp |
| Annual return | 13.15% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,013 | $4,344-53.7% | $6,162-67.3% | $2,565-21.5% |
| Participant deferral / active EE | $3,376 | $6,260-46.1% | $8,221-58.9% | $3,952-14.6% |
| Admin fee / account holder | $5,653 | $8,630-34.5% | $12,045-53.1% | $6,260-9.7% |