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 | $126,343 | $118,849+6.3% | $96,562+30.8% | $167,490-24.6% |
| Participation rate | 86.4% | 75.5%+10.9pp | 69.8%+16.5pp | 82.1%+4.3pp |
| Annual return | 15.60% | 50.49%-34.9pp | 37.78%-22.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,084 | $3,120-33.2% | $2,356-11.6% | $4,837-56.9% |
| Participant deferral / active EE | $6,034 | $4,616+30.7% | $3,849+56.8% | $6,341-4.8% |
| Admin fee / account holder | $4,267 | $8,065-47.1% | $6,181-31.0% | $12,309-65.3% |