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 | $142,223 | $148,534-4.2% | $135,903+4.7% | $139,434+2.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 12.19% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $8,749 | $5,243+66.9% | $4,856+80.2% | $4,751+84.2% |
| Participant deferral / active EE | $6,891 | $8,100-14.9% | $7,758-11.2% | $6,710+2.7% |
| Admin fee / account holder | $5,292 | $12,400-57.3% | $10,762-50.8% | $11,403-53.6% |