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 | $104,503 | $118,680-11.9% | $98,907+5.7% | $158,922-34.2% |
| Participation rate | 88.2% | 77.8%+10.4pp | 76.0%+12.2pp | 82.0%+6.3pp |
| Annual return | 14.77% | 372.35%-357.6pp | 196.43%-181.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,917 | $3,333-42.5% | $2,689-28.7% | $4,761-59.7% |
| Participant deferral / active EE | $3,589 | $5,088-29.5% | $4,244-15.4% | $5,982-40.0% |
| Admin fee / account holder | $1,294 | $10,131-87.2% | $6,642-80.5% | $11,246-88.5% |