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 | $129,623 | $107,334+20.8% | $92,893+39.5% | $152,861-15.2% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.4%-6.3pp |
| Annual return | 16.00% | 145.58%-129.6pp | 109.41%-93.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,072 | $4,221-50.9% | $3,653-43.3% | $4,762-56.5% |
| Participant deferral / active EE | $5,909 | $4,845+22.0% | $4,236+39.5% | $5,850+1.0% |
| Admin fee / account holder | $2,255 | $7,079-68.1% | $5,794-61.1% | $11,596-80.6% |