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 | $125,212 | $118,919+5.3% | $88,538+41.4% | $152,861-18.1% |
| Participation rate | 87.5% | 73.4%+14.1pp | 68.7%+18.8pp | 82.4%+5.1pp |
| Annual return | 21.41% | 47.92%-26.5pp | 43.64%-22.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $4,202 | $2,669+57.5% | $2,098+100.3% | $4,762-11.8% |
| Participant deferral / active EE | $5,246 | $3,549+47.8% | $2,914+80.0% | $5,850-10.3% |
| Admin fee / account holder | $615 | $5,876-89.5% | $4,310-85.7% | $11,596-94.7% |