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 | $120,011 | $127,777-6.1% | $106,548+12.6% | $167,490-28.3% |
| Participation rate | 78.3% | 78.3%0pp | 76.1%+2.1pp | 82.1%-3.8pp |
| Annual return | 16.04% | 33.87%-17.8pp | 26.80%-10.8pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,310 | $3,427-32.6% | $2,819-18.0% | $4,837-52.2% |
| Participant deferral / active EE | $5,112 | $5,087+0.5% | $4,398+16.2% | $6,341-19.4% |
| Admin fee / account holder | $4,596 | $11,228-59.1% | $7,407-37.9% | $12,309-62.7% |