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 | $96,428 | $171,164-43.7% | $127,761-24.5% | $152,861-36.9% |
| Participation rate | 90.5% | 83.4%+7.0pp | 79.0%+11.5pp | 82.4%+8.0pp |
| Annual return | 23.09% | 23.54%-0.4pp | 26.14%-3.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $4,131 | $5,447-24.2% | $4,574-9.7% | $4,762-13.3% |
| Participant deferral / active EE | $5,953 | $7,038-15.4% | $6,021-1.1% | $5,850+1.8% |
| Admin fee / account holder | $4,170 | $14,530-71.3% | $9,395-55.6% | $11,596-64.0% |