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 | $130,697 | $135,952-3.9% | $123,892+5.5% | $273,961-52.3% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 8.88% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,184 | $5,170-38.4% | $4,617-31.0% | $4,869-34.6% |
| Participant deferral / active EE | $10,371 | $6,343+63.5% | $5,984+73.3% | $5,287+96.2% |
| Admin fee / account holder | $1,033 | $9,817-89.5% | $8,357-87.6% | $10,132-89.8% |