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 | $84,710 | $102,966-17.7% | $90,281-6.2% | $152,861-44.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 23.63% | 95.16%-71.5pp | 78.10%-54.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,206 | $3,139-61.6% | $2,854-57.7% | $4,762-74.7% |
| Participant deferral / active EE | $8,944 | $4,281+108.9% | $3,885+130.2% | $5,850+52.9% |
| Admin fee / account holder | $1,057 | $6,171-82.9% | $5,351-80.2% | $11,596-90.9% |