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 | $122,240 | $117,983+3.6% | $101,794+20.1% | $142,382-14.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 15.22% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,476 | $2,773-46.8% | $2,289-35.5% | $4,299-65.7% |
| Participant deferral / active EE | $3,256 | $4,714-30.9% | $4,084-20.3% | $6,507-50.0% |
| Admin fee / account holder | $3,583 | $10,433-65.7% | $8,777-59.2% | $12,624-71.6% |