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 | $124,659 | $103,376+20.6% | $87,100+43.1% | $152,861-18.4% |
| Participation rate | 77.3% | 79.3%-2.1pp | 76.9%+0.4pp | 82.4%-5.2pp |
| Annual return | 19.59% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,833 | $3,220-43.1% | $2,521-27.3% | $4,762-61.5% |
| Participant deferral / active EE | $5,070 | $4,778+6.1% | $4,049+25.2% | $5,850-13.3% |
| Admin fee / account holder | $11,116 | $12,205-8.9% | $7,497+48.3% | $11,596-4.1% |