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 | $112,355 | $102,317+9.8% | $146,958-23.5% | $80,856+39.0% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.6pp | 67.6%+24.2pp |
| Annual return | 15.87% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $927 | $3,713-75.0% | $4,933-81.2% | $2,755-66.4% |
| Participant deferral / active EE | $5,595 | $6,644-15.8% | $8,070-30.7% | $4,296+30.2% |
| Admin fee / account holder | $2,189 | $7,941-72.4% | $12,998-83.2% | $6,918-68.4% |