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 | $138,041 | $127,065+8.6% | $113,168+22.0% | $142,382-3.0% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 16.65% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,125 | $3,442-9.2% | $2,975+5.0% | $4,299-27.3% |
| Participant deferral / active EE | $5,129 | $5,716-10.3% | $5,107+0.4% | $6,507-21.2% |
| Admin fee / account holder | $261,685 | $15,736+1563.0% | $12,068+2068.5% | $12,624+1973.0% |