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 | $75,079 | $73,933+1.6% | $96,683-22.3% | $75,163-0.1% |
| Participation rate | 93.6% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | 13.32% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,822 | $2,928-37.8% | $3,737-51.2% | $2,670-31.8% |
| Participant deferral / active EE | $3,514 | $3,659-4.0% | $4,878-28.0% | $4,125-14.8% |
| Admin fee / account holder | $382 | $5,216-92.7% | $6,730-94.3% | $5,651-93.2% |