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 | $115,314 | $103,376+11.5% | $87,100+32.4% | $152,861-24.6% |
| Participation rate | 77.3% | 79.3%-2.1pp | 76.9%+0.4pp | 82.4%-5.2pp |
| Annual return | 15.79% | 28.10%-12.3pp | 28.19%-12.4pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,418 | $3,220-56.0% | $2,521-43.7% | $4,762-70.2% |
| Participant deferral / active EE | $5,813 | $4,778+21.7% | $4,049+43.6% | $5,850-0.6% |
| Admin fee / account holder | $9,668 | $12,205-20.8% | $7,497+29.0% | $11,596-16.6% |