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 | $130,542 | $103,376+26.3% | $87,100+49.9% | $152,861-14.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 12.21% | 28.10%-15.9pp | 28.19%-16.0pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,364 | $3,220-57.6% | $2,521-45.9% | $4,762-71.4% |
| Participant deferral / active EE | $2,174 | $4,778-54.5% | $4,049-46.3% | $5,850-62.8% |
| Admin fee / account holder | $871 | $12,205-92.9% | $7,497-88.4% | $11,596-92.5% |