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 | $88,554 | $110,257-19.7% | $96,544-8.3% | $139,434-36.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 22.28% | 26.32%-4.0pp | 25.84%-3.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,322 | $3,620-63.5% | $2,965-55.4% | $4,751-72.2% |
| Participant deferral / active EE | $6,377 | $5,548+15.0% | $4,851+31.5% | $6,710-5.0% |
| Admin fee / account holder | $1,987 | $11,591-82.9% | $8,252-75.9% | $11,403-82.6% |