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 | $100,633 | $110,257-8.7% | $96,544+4.2% | $139,434-27.8% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 9.82% | 26.32%-16.5pp | 25.84%-16.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,011 | $3,620-72.1% | $2,965-65.9% | $4,751-78.7% |
| Participant deferral / active EE | $4,000 | $5,548-27.9% | $4,851-17.5% | $6,710-40.4% |
| Admin fee / account holder | $16,345 | $11,591+41.0% | $8,252+98.1% | $11,403+43.3% |