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 | $113,737 | $162,781-30.1% | $133,956-15.1% | $158,922-28.4% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 18.62% | 41.94%-23.3pp | 45.09%-26.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,431 | $4,975-31.0% | $3,919-12.4% | $4,761-27.9% |
| Participant deferral / active EE | $8,072 | $5,911+36.6% | $5,048+59.9% | $5,982+34.9% |
| Admin fee / account holder | $867 | $11,736-92.6% | $8,927-90.3% | $11,246-92.3% |