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 | $88,627 | $114,381-22.5% | $107,525-17.6% | $142,382-37.8% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 14.01% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,562 | $4,015-61.1% | $3,754-58.4% | $4,299-63.7% |
| Participant deferral / active EE | $1,710 | $5,564-69.3% | $5,116-66.6% | $6,507-73.7% |
| Admin fee / account holder | $4,080 | $9,860-58.6% | $8,919-54.3% | $12,624-67.7% |