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 | $128,317 | $158,398-19.0% | $126,539+1.4% | $142,382-9.9% |
| Participation rate | 72.2% | 75.8%-3.6pp | 69.8%+2.4pp | 80.1%-7.9pp |
| Annual return | 12.80% | 593.76%-581.0pp | 425.95%-413.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,523 | $4,650-24.2% | $3,674-4.1% | $4,299-18.1% |
| Participant deferral / active EE | $11,591 | $4,767+143.2% | $4,083+183.9% | $6,507+78.1% |
| Admin fee / account holder | $1,850 | $6,918-73.3% | $6,065-69.5% | $12,624-85.3% |