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 | $114,660 | $149,734-23.4% | $118,925-3.6% | $158,922-27.9% |
| Participation rate | 95.5% | 82.1%+13.4pp | 75.4%+20.1pp | 82.0%+13.5pp |
| Annual return | 11.47% | 19.95%-8.5pp | 35.88%-24.4pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,844 | $4,115-30.9% | $3,263-12.8% | $4,761-40.3% |
| Participant deferral / active EE | $5,508 | $5,223+5.5% | $4,265+29.2% | $5,982-7.9% |
| Admin fee / account holder | $892 | $8,603-89.6% | $6,581-86.4% | $11,246-92.1% |