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 | $103,301 | $110,257-6.3% | $96,544+7.0% | $139,434-25.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 11.65% | 26.32%-14.7pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,440 | $3,620-60.2% | $2,965-51.4% | $4,751-69.7% |
| Participant deferral / active EE | $4,114 | $5,548-25.8% | $4,851-15.2% | $6,710-38.7% |
| Admin fee / account holder | $4,208 | $11,591-63.7% | $8,252-49.0% | $11,403-63.1% |