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 | $96,202 | $154,117-37.6% | $129,995-26.0% | $139,434-31.0% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 13.84% | 32.48%-18.6pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,023 | $5,289-42.8% | $4,320-30.0% | $4,751-36.4% |
| Participant deferral / active EE | $3,864 | $6,710-42.4% | $5,820-33.6% | $6,710-42.4% |
| Admin fee / account holder | $19,963 | $14,007+42.5% | $10,614+88.1% | $11,403+75.1% |