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 | $118,200 | $126,574-6.6% | $106,213+11.3% | $145,922-19.0% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 13.23% | 224.79%-211.6pp | 116.14%-102.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,187 | $3,730-68.2% | $3,171-62.6% | $4,660-74.5% |
| Participant deferral / active EE | $4,746 | $5,724-17.1% | $5,016-5.4% | $6,688-29.0% |
| Admin fee / account holder | $1,543 | $17,304-91.1% | $11,033-86.0% | $13,397-88.5% |