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 | $134,714 | $171,164-21.3% | $127,761+5.4% | $152,861-11.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.0%+11.9pp | 82.4%+8.5pp |
| Annual return | 22.48% | 23.54%-1.1pp | 26.14%-3.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,931 | $5,447-64.6% | $4,574-57.8% | $4,762-59.5% |
| Participant deferral / active EE | $6,495 | $7,038-7.7% | $6,021+7.9% | $5,850+11.0% |
| Admin fee / account holder | $31,843 | $14,530+119.1% | $9,395+238.9% | $11,596+174.6% |