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 | $125,953 | $117,381+7.3% | $99,443+26.7% | $152,861-17.6% |
| Participation rate | 95.2% | 77.5%+17.7pp | 73.8%+21.4pp | 82.4%+12.8pp |
| Annual return | 22.67% | 31.87%-9.2pp | 30.72%-8.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,567 | $3,013-48.0% | $2,540-38.3% | $4,762-67.1% |
| Participant deferral / active EE | $4,030 | $4,086-1.4% | $3,619+11.4% | $5,850-31.1% |
| Admin fee / account holder | $5,767 | $7,631-24.4% | $6,250-7.7% | $11,596-50.3% |