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 | $140,370 | $127,065+10.5% | $113,168+24.0% | $142,382-1.4% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 11.34% | 24.03%-12.7pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,667 | $3,442-22.5% | $2,975-10.4% | $4,299-38.0% |
| Participant deferral / active EE | $5,028 | $5,716-12.0% | $5,107-1.5% | $6,507-22.7% |
| Admin fee / account holder | $869 | $15,736-94.5% | $12,068-92.8% | $12,624-93.1% |