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 | $110,248 | $176,812-37.6% | $146,665-24.8% | $167,490-34.2% |
| Participation rate | 88.2% | 83.6%+4.6pp | 80.1%+8.2pp | 82.1%+6.1pp |
| Annual return | 11.79% | 24.03%-12.2pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,585 | $5,160-69.3% | $4,136-61.7% | $4,837-67.2% |
| Participant deferral / active EE | $3,712 | $6,440-42.4% | $5,506-32.6% | $6,341-41.5% |
| Admin fee / account holder | $1,283 | $13,259-90.3% | $10,280-87.5% | $12,309-89.6% |