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 | $113,221 | $137,414-17.6% | $189,513-40.3% | $85,850+31.9% |
| Participation rate | 90.3% | 84.6%+5.7pp | 87.8%+2.5pp | 69.3%+21.0pp |
| Annual return | 17.12% | 38.14%-21.0pp | 555.15%-538.0pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,149 | $4,344-50.5% | $6,162-65.1% | $2,565-16.2% |
| Participant deferral / active EE | $4,534 | $6,260-27.6% | $8,221-44.9% | $3,952+14.7% |
| Admin fee / account holder | $1,006 | $8,630-88.3% | $12,045-91.6% | $6,260-83.9% |