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 | $114,389 | $157,256-27.3% | $141,162-19.0% | $152,861-25.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.61% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,694 | $5,261-67.8% | $4,735-64.2% | $4,762-64.4% |
| Participant deferral / active EE | $2,785 | $7,109-60.8% | $6,709-58.5% | $5,850-52.4% |
| Admin fee / account holder | $26,137 | $12,120+115.7% | $10,261+154.7% | $11,596+125.4% |