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 | $145,700 | $127,065+14.7% | $113,168+28.7% | $142,382+2.3% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 11.65% | 24.03%-12.4pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,816 | $3,442-47.2% | $2,975-38.9% | $4,299-57.7% |
| Participant deferral / active EE | $5,019 | $5,716-12.2% | $5,107-1.7% | $6,507-22.9% |
| Admin fee / account holder | $24,405 | $15,736+55.1% | $12,068+102.2% | $12,624+93.3% |