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 | $124,425+8.9% | $112,040+20.9% | $137,256-1.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 11.37% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,222 | $3,411-64.2% | $2,954-58.6% | $4,156-70.6% |
| Participant deferral / active EE | $8,507 | $5,718+48.8% | $5,098+66.9% | $6,407+32.8% |
| Admin fee / account holder | $21,208 | $15,207+39.5% | $12,098+75.3% | $12,270+72.8% |