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 | $90,415 | $157,256-42.5% | $141,162-35.9% | $152,861-40.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 18.51% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $8,759 | $5,261+66.5% | $4,735+85.0% | $4,762+83.9% |
| Participant deferral / active EE | $7,019 | $7,109-1.3% | $6,709+4.6% | $5,850+20.0% |
| Admin fee / account holder | $4,778 | $12,120-60.6% | $10,261-53.4% | $11,596-58.8% |