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 | $92,018 | $78,705+16.9% | $117,854-21.9% | $70,131+31.2% |
| Participation rate | 90.5% | 73.2%+17.3pp | 79.7%+10.8pp | 69.5%+20.9pp |
| Annual return | 16.43% | 23.30%-6.9pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,560 | $2,223-29.8% | $3,786-58.8% | $2,342-33.4% |
| Participant deferral / active EE | $3,918 | $3,297+18.8% | $4,482-12.6% | $3,332+17.6% |
| Admin fee / account holder | $4,196 | $5,065-17.2% | $8,020-47.7% | $4,645-9.7% |