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 | $99,211 | $91,552+8.4% | $133,956-25.9% | $79,858+24.2% |
| Participation rate | 81.4% | 73.3%+8.0pp | 79.8%+1.5pp | 69.6%+11.7pp |
| Annual return | 12.97% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,026 | $2,384-15.0% | $3,919-48.3% | $2,471-18.0% |
| Participant deferral / active EE | $7,482 | $3,733+100.4% | $5,048+48.2% | $3,740+100.1% |
| Admin fee / account holder | $27,632 | $6,321+337.2% | $8,927+209.5% | $5,306+420.7% |