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 | $132,770 | $127,386+4.2% | $115,037+15.4% | $125,391+5.9% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 0.61% | 31.28%-30.7pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,519 | $5,166-70.6% | $4,608-67.0% | $4,866-68.8% |
| Participant deferral / active EE | $3,363 | $6,423-47.6% | $6,026-44.2% | $5,352-37.2% |
| Admin fee / account holder | $6,089 | $9,516-36.0% | $8,175-25.5% | $9,540-36.2% |