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 | $129,693 | $117,381+10.5% | $99,443+30.4% | $152,861-15.2% |
| Participation rate | 93.3% | 77.5%+15.8pp | 73.8%+19.5pp | 82.4%+10.9pp |
| Annual return | 19.74% | 31.87%-12.1pp | 30.72%-11.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,061 | $3,013-64.8% | $2,540-58.2% | $4,762-77.7% |
| Participant deferral / active EE | $5,952 | $4,086+45.7% | $3,619+64.5% | $5,850+1.7% |
| Admin fee / account holder | $9,375 | $7,631+22.9% | $6,250+50.0% | $11,596-19.2% |