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 | $98,807 | $117,983-16.3% | $101,794-2.9% | $142,382-30.6% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 15.64% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,057 | $2,773-61.9% | $2,289-53.8% | $4,299-75.4% |
| Participant deferral / active EE | $2,113 | $4,714-55.2% | $4,084-48.3% | $6,507-67.5% |
| Admin fee / account holder | $1,412 | $10,433-86.5% | $8,777-83.9% | $12,624-88.8% |