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 | $126,501 | $117,841+7.3% | $102,423+23.5% | $145,922-13.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 22.29% | 31.65%-9.4pp | 29.32%-7.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,392 | $3,615-61.5% | $3,023-54.0% | $4,660-70.1% |
| Participant deferral / active EE | $7,988 | $5,731+39.4% | $5,053+58.1% | $6,688+19.4% |
| Admin fee / account holder | $5,537 | $13,326-58.4% | $9,451-41.4% | $13,397-58.7% |