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 | $133,456 | $137,414-2.9% | $189,513-29.6% | $85,850+55.5% |
| Participation rate | 97.8% | 84.6%+13.2pp | 87.8%+10.0pp | 69.3%+28.5pp |
| Annual return | 14.56% | 38.14%-23.6pp | 555.15%-540.6pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,534 | $4,344-41.7% | $6,162-58.9% | $2,565-1.2% |
| Participant deferral / active EE | $3,254 | $6,260-48.0% | $8,221-60.4% | $3,952-17.7% |
| Admin fee / account holder | $2,727 | $8,630-68.4% | $12,045-77.4% | $6,260-56.4% |