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 | $123,458 | $176,377-30.0% | $134,143-8.0% | $158,922-22.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.29% | 63.63%-46.3pp | 36.33%-19.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,731 | $5,040-65.7% | $3,704-53.3% | $4,761-63.7% |
| Participant deferral / active EE | $2,544 | $4,091-37.8% | $3,499-27.3% | $5,982-57.5% |
| Admin fee / account holder | $26,777 | $8,718+207.2% | $6,684+300.6% | $11,246+138.1% |