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 | $99,227 | $98,750+0.5% | $149,696-33.7% | $79,858+24.3% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 13.85% | 27.43%-13.6pp | 276.60%-262.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,975 | $3,216-38.6% | $4,644-57.5% | $2,471-20.1% |
| Participant deferral / active EE | $5,892 | $5,680+3.7% | $6,842-13.9% | $3,740+57.5% |
| Admin fee / account holder | $808 | $6,053-86.7% | $9,309-91.3% | $5,306-84.8% |