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 | $87,623 | $105,181-16.7% | $159,436-45.0% | $85,850+2.1% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.8%+1.3pp | 69.3%+14.8pp |
| Annual return | 19.87% | 45.07%-25.2pp | 263.57%-243.7pp | 318.53%-298.7pp |
| Employer contribution / active EE | $1,220 | $3,318-63.2% | $4,829-74.7% | $2,565-52.5% |
| Participant deferral / active EE | $3,795 | $5,945-36.2% | $7,352-48.4% | $3,952-4.0% |
| Admin fee / account holder | $565 | $6,933-91.8% | $10,799-94.8% | $6,260-91.0% |