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 | $102,529 | $148,534-31.0% | $135,903-24.6% | $139,434-26.5% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 14.71% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,842 | $5,243-45.8% | $4,856-41.5% | $4,751-40.2% |
| Participant deferral / active EE | $5,756 | $8,100-28.9% | $7,758-25.8% | $6,710-14.2% |
| Admin fee / account holder | $29,418 | $12,400+137.2% | $10,762+173.3% | $11,403+158.0% |