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 | $116,265 | $124,425-6.6% | $112,040+3.8% | $137,256-15.3% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 11.97% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,595 | $3,411-53.3% | $2,954-46.0% | $4,156-61.6% |
| Participant deferral / active EE | $7,350 | $5,718+28.5% | $5,098+44.2% | $6,407+14.7% |
| Admin fee / account holder | $1,295 | $15,207-91.5% | $12,098-89.3% | $12,270-89.4% |