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 | $137,625 | $157,256-12.5% | $141,162-2.5% | $152,861-10.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 16.16% | 64.32%-48.2pp | 71.39%-55.2pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,636 | $5,261-68.9% | $4,735-65.5% | $4,762-65.7% |
| Participant deferral / active EE | $4,574 | $7,109-35.7% | $6,709-31.8% | $5,850-21.8% |
| Admin fee / account holder | $2,287 | $12,120-81.1% | $10,261-77.7% | $11,596-80.3% |