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 | $134,935 | $107,452+25.6% | $91,541+47.4% | $142,382-5.2% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.8%+23.6pp | 80.1%+13.2pp |
| Annual return | 13.35% | 22.06%-8.7pp | 20.50%-7.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,680 | $4,754+40.5% | $4,008+66.7% | $6,507+2.7% |
| Admin fee / account holder | $35,002 | $8,834+296.2% | $6,956+403.2% | $12,624+177.3% |