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 | $120,893 | $118,450+2.1% | $98,439+22.8% | $139,434-13.3% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 12.18% | 18.94%-6.8pp | 21.16%-9.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,613 | $3,609-55.3% | $3,048-47.1% | $4,751-66.0% |
| Participant deferral / active EE | $6,809 | $5,392+26.3% | $4,738+43.7% | $6,710+1.5% |
| Admin fee / account holder | $44,887 | $14,026+220.0% | $8,948+401.7% | $11,403+293.7% |