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 | $95,192 | $95,416-0.2% | $185,823-48.8% | $85,850+10.9% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 14.98% | 23.59%-8.6pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $678 | $3,314-79.6% | $5,167-86.9% | $2,565-73.6% |
| Participant deferral / active EE | $3,952 | $3,423+15.5% | $5,568-29.0% | $3,9520% |
| Admin fee / account holder | $1,102 | $7,213-84.7% | $16,237-93.2% | $6,260-82.4% |