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 | $103,328 | $109,982-6.0% | $97,226+6.3% | $145,922-29.2% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 17.04% | 242.90%-225.9pp | 75.13%-58.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,130 | $3,084-63.4% | $2,729-58.6% | $4,660-75.8% |
| Participant deferral / active EE | $2,634 | $4,676-43.7% | $4,264-38.2% | $6,688-60.6% |
| Admin fee / account holder | $8,993 | $6,221+44.6% | $5,654+59.1% | $13,397-32.9% |