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 | $92,935 | $127,065-26.9% | $113,168-17.9% | $142,382-34.7% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 11.76% | 24.03%-12.3pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,504 | $3,442-56.3% | $2,975-49.5% | $4,299-65.0% |
| Participant deferral / active EE | $5,100 | $5,716-10.8% | $5,107-0.1% | $6,507-21.6% |
| Admin fee / account holder | $31,368 | $15,736+99.3% | $12,068+159.9% | $12,624+148.5% |