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 | $114,035 | $133,922-14.8% | $116,228-1.9% | $142,382-19.9% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.6%+12.1pp | 80.1%+6.5pp |
| Annual return | 14.50% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,977 | $3,446-42.6% | $2,994-34.0% | $4,299-54.0% |
| Participant deferral / active EE | $4,064 | $5,672-28.4% | $4,953-18.0% | $6,507-37.6% |
| Admin fee / account holder | $10,164 | $14,945-32.0% | $11,989-15.2% | $12,624-19.5% |