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 | $127,403 | $114,381+11.4% | $107,525+18.5% | $142,382-10.5% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 21.21% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,865 | $4,015-53.6% | $3,754-50.3% | $4,299-56.6% |
| Participant deferral / active EE | $4,240 | $5,564-23.8% | $5,116-17.1% | $6,507-34.8% |
| Admin fee / account holder | $8,930 | $9,860-9.4% | $8,919+0.1% | $12,624-29.3% |