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 | $121,923 | $102,317+19.2% | $146,958-17.0% | $80,856+50.8% |
| Participation rate | 77.3% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 11.84% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,182 | $3,713-68.2% | $4,933-76.0% | $2,755-57.1% |
| Participant deferral / active EE | $4,104 | $6,644-38.2% | $8,070-49.1% | $4,296-4.5% |
| Admin fee / account holder | $4,394 | $7,941-44.7% | $12,998-66.2% | $6,918-36.5% |