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 | $138,671 | $133,922+3.5% | $116,228+19.3% | $142,382-2.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 13.18% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $978 | $3,446-71.6% | $2,994-67.3% | $4,299-77.3% |
| Participant deferral / active EE | $3,912 | $5,672-31.0% | $4,953-21.0% | $6,507-39.9% |
| Admin fee / account holder | $1,767 | $14,945-88.2% | $11,989-85.3% | $12,624-86.0% |