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 | $120,528 | $157,256-23.4% | $141,162-14.6% | $152,861-21.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 22.27% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,424 | $5,261-34.9% | $4,735-27.7% | $4,762-28.1% |
| Participant deferral / active EE | $9,824 | $7,109+38.2% | $6,709+46.4% | $5,850+67.9% |
| Admin fee / account holder | $13,921 | $12,120+14.9% | $10,261+35.7% | $11,596+20.0% |