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 | $88,525 | $87,733+0.9% | $106,548-16.9% | $85,850+3.1% |
| Participation rate | 91.8% | 71.9%+19.9pp | 76.1%+15.7pp | 69.3%+22.5pp |
| Annual return | 13.47% | 21.86%-8.4pp | 26.80%-13.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $768 | $2,073-62.9% | $2,819-72.7% | $2,565-70.1% |
| Participant deferral / active EE | $3,905 | $3,469+12.6% | $4,398-11.2% | $3,952-1.2% |
| Admin fee / account holder | $431 | $6,767-93.6% | $7,407-94.2% | $6,260-93.1% |