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 | $130,526 | $123,793+5.4% | $177,821-26.6% | $79,858+63.4% |
| Participation rate | 91.1% | 84.7%+6.5pp | 87.7%+3.4pp | 69.6%+21.5pp |
| Annual return | 13.86% | 22.82%-9.0pp | 48.32%-34.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,331 | $4,095-43.1% | $5,918-60.6% | $2,471-5.7% |
| Participant deferral / active EE | $5,808 | $5,956-2.5% | $7,714-24.7% | $3,740+55.3% |
| Admin fee / account holder | $12,179 | $7,243+68.2% | $12,427-2.0% | $5,306+129.5% |