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 | $99,603 | $102,317-2.7% | $146,958-32.2% | $80,856+23.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 12.48% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,049 | $3,713-71.8% | $4,933-78.7% | $2,755-61.9% |
| Participant deferral / active EE | $6,899 | $6,644+3.8% | $8,070-14.5% | $4,296+60.6% |
| Admin fee / account holder | $5,164 | $7,941-35.0% | $12,998-60.3% | $6,918-25.3% |