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 | $100,262 | $95,266+5.2% | $82,389+21.7% | $142,382-29.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 11.55% | 25.74%-14.2pp | 28.67%-17.1pp | 217.08%-205.5pp |
| Employer contribution / active EE | $633 | $2,991-78.9% | $2,517-74.9% | $4,299-85.3% |
| Participant deferral / active EE | $2,530 | $4,809-47.4% | $4,155-39.1% | $6,507-61.1% |
| Admin fee / account holder | $33,706 | $8,563+293.6% | $7,231+366.2% | $12,624+167.0% |