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 | $81,783 | $86,286-5.2% | $111,297-26.5% | $85,850-4.7% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 18.42% | 19.99%-1.6pp | 54.65%-36.2pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,118 | $2,043-45.3% | $2,731-59.1% | $2,565-56.4% |
| Participant deferral / active EE | $1,711 | $3,641-53.0% | $4,487-61.9% | $3,952-56.7% |
| Admin fee / account holder | $948 | $8,188-88.4% | $7,964-88.1% | $6,260-84.9% |