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 | $126,308 | $111,754+13.0% | $103,333+22.2% | $145,922-13.4% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 15.50% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,432 | $4,212-18.5% | $3,868-11.3% | $4,660-26.3% |
| Participant deferral / active EE | $9,824 | $5,619+74.8% | $5,057+94.2% | $6,688+46.9% |
| Admin fee / account holder | $705 | $9,750-92.8% | $8,355-91.6% | $13,397-94.7% |