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 | $124,425+7.8% | $112,040+19.7% | $137,256-2.3% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 14.87% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,923 | $3,411-43.6% | $2,954-34.9% | $4,156-53.7% |
| Participant deferral / active EE | $3,785 | $5,718-33.8% | $5,098-25.8% | $6,407-40.9% |
| Admin fee / account holder | $1,078 | $15,207-92.9% | $12,098-91.1% | $12,270-91.2% |