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 | $112,048 | $124,425-9.9% | $112,0400% | $137,256-18.4% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.5%+8.5pp | 80.0%+5.0pp |
| Annual return | 15.39% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,456 | $3,411-57.3% | $2,954-50.7% | $4,156-65.0% |
| Participant deferral / active EE | $5,278 | $5,718-7.7% | $5,098+3.5% | $6,407-17.6% |
| Admin fee / account holder | $99,679 | $15,207+555.5% | $12,098+723.9% | $12,270+712.4% |