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 | $102,247 | $107,334-4.7% | $92,893+10.1% | $152,861-33.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 18.61% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,441 | $4,221-65.9% | $3,653-60.5% | $4,762-69.7% |
| Participant deferral / active EE | $2,073 | $4,845-57.2% | $4,236-51.1% | $5,850-64.6% |
| Admin fee / account holder | $2,128 | $7,079-69.9% | $5,794-63.3% | $11,596-81.7% |