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 | $130,486 | $117,841+10.7% | $102,423+27.4% | $145,922-10.6% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 9.65% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,709 | $3,615-52.7% | $3,023-43.5% | $4,660-63.3% |
| Participant deferral / active EE | $4,416 | $5,731-22.9% | $5,053-12.6% | $6,688-34.0% |
| Admin fee / account holder | $33,456 | $13,326+151.1% | $9,451+254.0% | $13,397+149.7% |