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 | $97,563 | $102,317-4.6% | $146,958-33.6% | $80,856+20.7% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 16.38% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,627 | $3,713-56.2% | $4,933-67.0% | $2,755-40.9% |
| Participant deferral / active EE | $8,721 | $6,644+31.3% | $8,070+8.1% | $4,296+103.0% |
| Admin fee / account holder | $3,610 | $7,941-54.5% | $12,998-72.2% | $6,918-47.8% |