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 | $105,722 | $112,881-6.3% | $90,951+16.2% | $158,922-33.5% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 26.44% | 215.79%-189.4pp | 134.60%-108.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $1,627 | $2,893-43.8% | $2,122-23.3% | $4,761-65.8% |
| Participant deferral / active EE | $5,399 | $4,128+30.8% | $3,373+60.1% | $5,982-9.8% |
| Admin fee / account holder | $1,475 | $8,041-81.7% | $5,959-75.2% | $11,246-86.9% |