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 | $134,236 | $127,065+5.6% | $113,168+18.6% | $142,382-5.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 14.38% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,878 | $3,442-16.4% | $2,975-3.3% | $4,299-33.1% |
| Participant deferral / active EE | $9,202 | $5,716+61.0% | $5,107+80.2% | $6,507+41.4% |
| Admin fee / account holder | $56,894 | $15,736+261.6% | $12,068+371.5% | $12,624+350.7% |