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 | $103,695 | $165,335-37.3% | $149,696-30.7% | $158,922-34.8% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 14.47% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,406 | $5,103-72.4% | $4,644-69.7% | $4,761-70.5% |
| Participant deferral / active EE | $6,086 | $7,181-15.3% | $6,842-11.1% | $5,982+1.7% |
| Admin fee / account holder | $23,882 | $10,807+121.0% | $9,309+156.6% | $11,246+112.4% |