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 | $94,045 | $102,317-8.1% | $146,958-36.0% | $80,856+16.3% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 17.44% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,480 | $3,713-60.1% | $4,933-70.0% | $2,755-46.3% |
| Participant deferral / active EE | $8,857 | $6,644+33.3% | $8,070+9.8% | $4,296+106.2% |
| Admin fee / account holder | $6,869 | $7,941-13.5% | $12,998-47.2% | $6,918-0.7% |