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 | $130,236 | $111,754+16.5% | $103,333+26.0% | $145,922-10.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.56% | 24.77%-7.2pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,599 | $4,212-14.6% | $3,868-6.9% | $4,660-22.8% |
| Participant deferral / active EE | $9,075 | $5,619+61.5% | $5,057+79.4% | $6,688+35.7% |
| Admin fee / account holder | $6,680 | $9,750-31.5% | $8,355-20.0% | $13,397-50.1% |