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 | $105,219 | $112,881-6.8% | $90,951+15.7% | $158,922-33.8% |
| Participation rate | 81.3% | 74.7%+6.5pp | 69.0%+12.2pp | 82.0%-0.7pp |
| Annual return | 14.72% | 215.79%-201.1pp | 134.60%-119.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $764 | $2,893-73.6% | $2,122-64.0% | $4,761-83.9% |
| Participant deferral / active EE | $2,361 | $4,128-42.8% | $3,373-30.0% | $5,982-60.5% |
| Admin fee / account holder | $1,260 | $8,041-84.3% | $5,959-78.8% | $11,246-88.8% |