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 | $107,928 | $112,096-3.7% | $95,952+12.5% | $158,922-32.1% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 16.53% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,377 | $3,198-56.9% | $2,541-45.8% | $4,761-71.1% |
| Participant deferral / active EE | $2,280 | $4,784-52.3% | $4,167-45.3% | $5,982-61.9% |
| Admin fee / account holder | $37,324 | $10,130+268.4% | $6,795+449.3% | $11,246+231.9% |