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 | $119,057 | $162,781-26.9% | $133,956-11.1% | $158,922-25.1% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 14.20% | 41.94%-27.7pp | 45.09%-30.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,893 | $4,975-62.0% | $3,919-51.7% | $4,761-60.3% |
| Participant deferral / active EE | $4,630 | $5,911-21.7% | $5,048-8.3% | $5,982-22.6% |
| Admin fee / account holder | $842 | $11,736-92.8% | $8,927-90.6% | $11,246-92.5% |