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 | $112,729+8.4% | $98,716+23.8% | $137,256-10.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 15.22% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,476 | $2,725-45.9% | $2,279-35.2% | $4,156-64.5% |
| Participant deferral / active EE | $3,256 | $4,640-29.8% | $4,048-19.6% | $6,407-49.2% |
| Admin fee / account holder | $3,583 | $10,129-64.6% | $8,703-58.8% | $12,270-70.8% |