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 | $129,998 | $127,065+2.3% | $113,168+14.9% | $142,382-8.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.46% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,576 | $3,442-54.2% | $2,975-47.0% | $4,299-63.3% |
| Participant deferral / active EE | $4,001 | $5,716-30.0% | $5,107-21.6% | $6,507-38.5% |
| Admin fee / account holder | $42,266 | $15,736+168.6% | $12,068+250.2% | $12,624+234.8% |