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 5-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 | $137,604 | $117,983+16.6% | $101,794+35.2% | $142,382-3.4% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.2%+22.1pp | 80.1%+11.2pp |
| Annual return | 15.89% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,835 | $2,773-33.8% | $2,289-19.8% | $4,299-57.3% |
| Participant deferral / active EE | $7,157 | $4,714+51.8% | $4,084+75.2% | $6,507+10.0% |
| Admin fee / account holder | $6,550 | $10,433-37.2% | $8,777-25.4% | $12,624-48.1% |