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 | $113,004 | $162,781-30.6% | $133,956-15.6% | $158,922-28.9% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 13.98% | 41.94%-28.0pp | 45.09%-31.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,944 | $4,975-60.9% | $3,919-50.4% | $4,761-59.2% |
| Participant deferral / active EE | $4,509 | $5,911-23.7% | $5,048-10.7% | $5,982-24.6% |
| Admin fee / account holder | $812 | $11,736-93.1% | $8,927-90.9% | $11,246-92.8% |