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 | $132,410 | $78,672+68.3% | $109,143+21.3% | $85,850+54.2% |
| Participation rate | 87.1% | 68.3%+18.9pp | 75.9%+11.3pp | 69.3%+17.8pp |
| Annual return | 23.61% | 25.09%-1.5pp | 25.75%-2.1pp | 318.53%-294.9pp |
| Employer contribution / active EE | $2,280 | $2,735-16.6% | $3,722-38.7% | $2,565-11.1% |
| Participant deferral / active EE | $3,755 | $3,467+8.3% | $4,653-19.3% | $3,952-5.0% |
| Admin fee / account holder | $4,704 | $5,469-14.0% | $6,752-30.3% | $6,260-24.9% |