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 | $116,716 | $114,381+2.0% | $107,525+8.5% | $142,382-18.0% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 12.94% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,695 | $4,015-32.9% | $3,754-28.2% | $4,299-37.3% |
| Participant deferral / active EE | $6,614 | $5,564+18.9% | $5,116+29.3% | $6,507+1.6% |
| Admin fee / account holder | $4,498 | $9,860-54.4% | $8,919-49.6% | $12,624-64.4% |