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 | $128,949 | $135,952-5.2% | $123,892+4.1% | $273,961-52.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 6.04% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $13,419 | $5,170+159.6% | $4,617+190.7% | $4,869+175.6% |
| Participant deferral / active EE | $7,893 | $6,343+24.4% | $5,984+31.9% | $5,287+49.3% |
| Admin fee / account holder | $53,334 | $9,817+443.3% | $8,357+538.2% | $10,132+426.4% |