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 | $131,505 | $127,065+3.5% | $113,168+16.2% | $142,382-7.6% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 13.30% | 24.03%-10.7pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,123 | $3,442+19.8% | $2,975+38.6% | $4,299-4.1% |
| Participant deferral / active EE | $6,020 | $5,716+5.3% | $5,107+17.9% | $6,507-7.5% |
| Admin fee / account holder | $14,279 | $15,736-9.3% | $12,068+18.3% | $12,624+13.1% |