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 | $121,891 | $115,770+5.3% | $101,248+20.4% | $158,922-23.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 12.17% | 56.14%-44.0pp | 46.47%-34.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,249 | $4,175-70.1% | $3,660-65.9% | $4,761-73.8% |
| Participant deferral / active EE | $1,952 | $4,957-60.6% | $4,370-55.3% | $5,982-67.4% |
| Admin fee / account holder | $15,223 | $7,245+110.1% | $5,945+156.0% | $11,246+35.4% |