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 | $132,849 | $117,381+13.2% | $99,443+33.6% | $152,861-13.1% |
| Participation rate | 70.8% | 77.5%-6.7pp | 73.8%-3.0pp | 82.4%-11.6pp |
| Annual return | 18.87% | 31.87%-13.0pp | 30.72%-11.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,135 | $3,013-62.3% | $2,540-55.3% | $4,762-76.2% |
| Participant deferral / active EE | $1,479 | $4,086-63.8% | $3,619-59.1% | $5,850-74.7% |
| Admin fee / account holder | $11,406 | $7,631+49.5% | $6,250+82.5% | $11,596-1.6% |