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 | $88,968 | $88,672+0.3% | $105,223-15.4% | $82,448+7.9% |
| Participation rate | 93.8% | 67.9%+25.8pp | 75.0%+18.7pp | 68.1%+25.7pp |
| Annual return | 15.27% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,656 | $4,036+15.4% | $5,072-8.2% | $4,139+12.5% |
| Admin fee / account holder | $6,795 | $7,146-4.9% | $8,859-23.3% | $7,234-6.1% |