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 | $87,816 | $133,922-34.4% | $116,228-24.4% | $142,382-38.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 12.24% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $973 | $3,446-71.8% | $2,994-67.5% | $4,299-77.4% |
| Participant deferral / active EE | $1,946 | $5,672-65.7% | $4,953-60.7% | $6,507-70.1% |
| Admin fee / account holder | $34,757 | $14,945+132.6% | $11,989+189.9% | $12,624+175.3% |