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 | $88,467 | $102,317-13.5% | $146,958-39.8% | $80,856+9.4% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.2%+4.0pp | 67.6%+18.5pp |
| Annual return | 12.09% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,685 | $3,713-27.7% | $4,933-45.6% | $2,755-2.5% |
| Participant deferral / active EE | $4,383 | $6,644-34.0% | $8,070-45.7% | $4,296+2.0% |
| Admin fee / account holder | $362 | $7,941-95.4% | $12,998-97.2% | $6,918-94.8% |