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 | $86,443 | $78,672+9.9% | $109,143-20.8% | $85,850+0.7% |
| Participation rate | 92.5% | 68.3%+24.2pp | 75.9%+16.6pp | 69.3%+23.2pp |
| Annual return | 13.00% | 25.09%-12.1pp | 25.75%-12.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,418 | $2,735-48.1% | $3,722-61.9% | $2,565-44.7% |
| Participant deferral / active EE | $4,138 | $3,467+19.4% | $4,653-11.1% | $3,952+4.7% |
| Admin fee / account holder | $13,271 | $5,469+142.6% | $6,752+96.5% | $6,260+112.0% |