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 | $101,379 | $102,317-0.9% | $146,958-31.0% | $80,856+25.4% |
| Participation rate | 71.0% | 75.8%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 13.14% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,124 | $3,713-69.7% | $4,933-77.2% | $2,755-59.2% |
| Participant deferral / active EE | $3,862 | $6,644-41.9% | $8,070-52.1% | $4,296-10.1% |
| Admin fee / account holder | $4,537 | $7,941-42.9% | $12,998-65.1% | $6,918-34.4% |