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 | $92,069 | $114,381-19.5% | $107,525-14.4% | $142,382-35.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 15.63% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,309 | $4,015-67.4% | $3,754-65.1% | $4,299-69.5% |
| Participant deferral / active EE | $2,598 | $5,564-53.3% | $5,116-49.2% | $6,507-60.1% |
| Admin fee / account holder | $16,102 | $9,860+63.3% | $8,919+80.5% | $12,624+27.6% |