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 | $119,655 | $124,319-3.8% | $111,297+7.5% | $167,490-28.6% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 13.17% | 37.44%-24.3pp | 54.65%-41.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,250 | $3,435-63.6% | $2,731-54.2% | $4,837-74.2% |
| Participant deferral / active EE | $2,287 | $5,180-55.9% | $4,487-49.0% | $6,341-63.9% |
| Admin fee / account holder | $6,091 | $10,618-42.6% | $7,964-23.5% | $12,309-50.5% |