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 | $93,169 | $103,376-9.9% | $87,100+7.0% | $152,861-39.1% |
| Participation rate | 86.4% | 79.3%+7.0pp | 76.9%+9.5pp | 82.4%+3.9pp |
| Annual return | 18.48% | 28.10%-9.6pp | 28.19%-9.7pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,082 | $3,220-66.4% | $2,521-57.1% | $4,762-77.3% |
| Participant deferral / active EE | $3,040 | $4,778-36.4% | $4,049-24.9% | $5,850-48.0% |
| Admin fee / account holder | $24,430 | $12,205+100.2% | $7,497+225.9% | $11,596+110.7% |