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 | $131,722 | $106,515+23.7% | $96,683+36.2% | $139,434-5.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 16.27% | 38.43%-22.2pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $6,327 | $4,103+54.2% | $3,737+69.3% | $4,751+33.2% |
| Participant deferral / active EE | $2,892 | $5,454-47.0% | $4,878-40.7% | $6,710-56.9% |
| Admin fee / account holder | $1,691 | $7,877-78.5% | $6,730-74.9% | $11,403-85.2% |