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 | $90,425 | $101,069-10.5% | $81,478+11.0% | $147,584-38.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 17.32% | 32.40%-15.1pp | 38.78%-21.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,460 | $3,205-54.4% | $2,568-43.1% | $4,876-70.1% |
| Participant deferral / active EE | $3,127 | $4,242-26.3% | $3,537-11.6% | $5,439-42.5% |
| Admin fee / account holder | $1,301 | $5,812-77.6% | $4,561-71.5% | $10,885-88.0% |