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 | $111,552 | $124,281-10.2% | $109,143+2.2% | $167,490-33.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 14.78% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $869 | $4,207-79.3% | $3,722-76.7% | $4,837-82.0% |
| Participant deferral / active EE | $9,972 | $5,255+89.8% | $4,653+114.3% | $6,341+57.3% |
| Admin fee / account holder | $12,578 | $7,970+57.8% | $6,752+86.3% | $12,309+2.2% |