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 | $132,569 | $127,065+4.3% | $113,168+17.1% | $142,382-6.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.34% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,471 | $3,442-28.2% | $2,975-17.0% | $4,299-42.5% |
| Participant deferral / active EE | $6,476 | $5,716+13.3% | $5,107+26.8% | $6,507-0.5% |
| Admin fee / account holder | $39,929 | $15,736+153.7% | $12,068+230.9% | $12,624+216.3% |