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 | $120,798 | $111,754+8.1% | $103,333+16.9% | $145,922-17.2% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 14.11% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,101 | $4,212-50.1% | $3,868-45.7% | $4,660-54.9% |
| Participant deferral / active EE | $3,117 | $5,619-44.5% | $5,057-38.4% | $6,688-53.4% |
| Admin fee / account holder | $125,126 | $9,750+1183.3% | $8,355+1397.7% | $13,397+834.0% |