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 | $97,391 | $105,181-7.4% | $159,436-38.9% | $85,850+13.4% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.8%-10.9pp | 69.3%+2.6pp |
| Annual return | 13.20% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $638 | $3,318-80.8% | $4,829-86.8% | $2,565-75.1% |
| Participant deferral / active EE | $3,020 | $5,945-49.2% | $7,352-58.9% | $3,952-23.6% |
| Admin fee / account holder | $12,616 | $6,933+82.0% | $10,799+16.8% | $6,260+101.5% |