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 | $129,356 | $114,381+13.1% | $107,525+20.3% | $142,382-9.1% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 18.88% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,938 | $4,015-51.7% | $3,754-48.4% | $4,299-54.9% |
| Participant deferral / active EE | $9,712 | $5,564+74.5% | $5,116+89.8% | $6,507+49.2% |
| Admin fee / account holder | $1,101 | $9,860-88.8% | $8,919-87.7% | $12,624-91.3% |