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 | $133,625 | $138,347-3.4% | $184,203-27.5% | $80,856+65.3% |
| Participation rate | 89.5% | 83.9%+5.6pp | 86.8%+2.7pp | 67.6%+21.8pp |
| Annual return | 12.72% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,094 | $4,850+5.0% | $6,427-20.7% | $2,755+84.9% |
| Participant deferral / active EE | $12,820 | $7,071+81.3% | $9,131+40.4% | $4,296+198.4% |
| Admin fee / account holder | $26,300 | $10,483+150.9% | $13,901+89.2% | $6,918+280.2% |