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 | $124,871 | $148,534-15.9% | $135,903-8.1% | $139,434-10.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 17.79% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,159 | $5,243-58.8% | $4,856-55.5% | $4,751-54.6% |
| Participant deferral / active EE | $3,223 | $8,100-60.2% | $7,758-58.5% | $6,710-52.0% |
| Admin fee / account holder | $5,648 | $12,400-54.5% | $10,762-47.5% | $11,403-50.5% |