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 | $133,710 | $124,281+7.6% | $109,143+22.5% | $167,490-20.2% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 15.52% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,100 | $4,207-26.3% | $3,722-16.7% | $4,837-35.9% |
| Participant deferral / active EE | $2,550 | $5,255-51.5% | $4,653-45.2% | $6,341-59.8% |
| Admin fee / account holder | $1,506 | $7,970-81.1% | $6,752-77.7% | $12,309-87.8% |