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 | $135,504 | $127,065+6.6% | $113,168+19.7% | $142,382-4.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 11.37% | 24.03%-12.7pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,222 | $3,442-64.5% | $2,975-58.9% | $4,299-71.6% |
| Participant deferral / active EE | $8,507 | $5,716+48.8% | $5,107+66.6% | $6,507+30.7% |
| Admin fee / account holder | $21,208 | $15,736+34.8% | $12,068+75.7% | $12,624+68.0% |