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 | $129,012 | $129,942-0.7% | $104,294+23.7% | $134,475-4.1% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | 3.77% | 42.03%-38.3pp | 24.61%-20.8pp | 417.96%-414.2pp |
| Employer contribution / active EE | $2,778 | $4,184-33.6% | $3,372-17.6% | $4,740-41.4% |
| Participant deferral / active EE | $6,389 | $5,588+14.3% | $4,625+38.1% | $6,400-0.2% |
| Admin fee / account holder | $98,557 | $9,323+957.1% | $7,339+1242.8% | $11,426+762.6% |