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 | $100,415 | $100,041+0.4% | $149,718-32.9% | $70,131+43.2% |
| Participation rate | 91.9% | 83.6%+8.3pp | 87.1%+4.8pp | 69.5%+22.4pp |
| Annual return | 15.33% | 27.43%-12.1pp | 1501.63%-1486.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,570 | $3,662-57.1% | $5,445-71.2% | $2,342-33.0% |
| Participant deferral / active EE | $2,592 | $4,983-48.0% | $6,569-60.5% | $3,332-22.2% |
| Admin fee / account holder | $7,133 | $8,286-13.9% | $11,283-36.8% | $4,645+53.6% |