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 | $122,997 | $114,381+7.5% | $107,525+14.4% | $142,382-13.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 12.73% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,537 | $4,015-61.7% | $3,754-59.1% | $4,299-64.2% |
| Participant deferral / active EE | $5,608 | $5,564+0.8% | $5,116+9.6% | $6,507-13.8% |
| Admin fee / account holder | $21,541 | $9,860+118.5% | $8,919+141.5% | $12,624+70.6% |