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 | $126,453 | $110,257+14.7% | $96,544+31.0% | $139,434-9.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 12.23% | 26.32%-14.1pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,313 | $3,620-36.1% | $2,965-22.0% | $4,751-51.3% |
| Participant deferral / active EE | $3,525 | $5,548-36.5% | $4,851-27.3% | $6,710-47.5% |
| Admin fee / account holder | $425 | $11,591-96.3% | $8,252-94.9% | $11,403-96.3% |