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 | $101,145 | $95,416+6.0% | $185,823-45.6% | $85,850+17.8% |
| Participation rate | 87.3% | 68.8%+18.5pp | 81.7%+5.6pp | 69.3%+18.0pp |
| Annual return | 19.45% | 23.59%-4.1pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $3,467 | $3,314+4.6% | $5,167-32.9% | $2,565+35.2% |
| Participant deferral / active EE | $6,512 | $3,423+90.2% | $5,568+17.0% | $3,952+64.8% |
| Admin fee / account holder | $821 | $7,213-88.6% | $16,237-94.9% | $6,260-86.9% |