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 | $130,545 | $118,450+10.2% | $98,439+32.6% | $139,434-6.4% |
| Participation rate | 82.4% | 77.4%+4.9pp | 75.2%+7.2pp | 80.3%+2.0pp |
| Annual return | 11.22% | 18.94%-7.7pp | 21.16%-9.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,457 | $3,609-59.6% | $3,048-52.2% | $4,751-69.3% |
| Participant deferral / active EE | $8,794 | $5,392+63.1% | $4,738+85.6% | $6,710+31.1% |
| Admin fee / account holder | $70,334 | $14,026+401.4% | $8,948+686.1% | $11,403+516.8% |