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 | $126,173 | $124,425+1.4% | $112,040+12.6% | $137,256-8.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 12.15% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,084 | $3,411-68.2% | $2,954-63.3% | $4,156-73.9% |
| Participant deferral / active EE | $2,309 | $5,718-59.6% | $5,098-54.7% | $6,407-64.0% |
| Admin fee / account holder | $39,914 | $15,207+162.5% | $12,098+229.9% | $12,270+225.3% |