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 | $134,098 | $127,065+5.5% | $113,168+18.5% | $142,382-5.8% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 14.87% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,923 | $3,442-44.1% | $2,975-35.4% | $4,299-55.3% |
| Participant deferral / active EE | $3,785 | $5,716-33.8% | $5,107-25.9% | $6,507-41.8% |
| Admin fee / account holder | $1,078 | $15,736-93.2% | $12,068-91.1% | $12,624-91.5% |