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 | $130,679 | $110,257+18.5% | $96,544+35.4% | $139,434-6.3% |
| Participation rate | 78.3% | 78.1%+0.2pp | 76.0%+2.3pp | 80.3%-2.1pp |
| Annual return | 13.53% | 26.32%-12.8pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,305 | $3,620-63.9% | $2,965-56.0% | $4,751-72.5% |
| Participant deferral / active EE | $4,305 | $5,548-22.4% | $4,851-11.3% | $6,710-35.8% |
| Admin fee / account holder | $5,222 | $11,591-54.9% | $8,252-36.7% | $11,403-54.2% |