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 | $127,391 | $157,256-19.0% | $141,162-9.8% | $152,861-16.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 24.49% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,460 | $5,261-15.2% | $4,735-5.8% | $4,762-6.3% |
| Participant deferral / active EE | $2,688 | $7,109-62.2% | $6,709-59.9% | $5,850-54.0% |
| Admin fee / account holder | $11,999 | $12,120-1.0% | $10,261+16.9% | $11,596+3.5% |