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 | $127,364 | $127,777-0.3% | $106,548+19.5% | $167,490-24.0% |
| Participation rate | 88.2% | 78.3%+10.0pp | 76.1%+12.1pp | 82.1%+6.1pp |
| Annual return | 10.74% | 33.87%-23.1pp | 26.80%-16.1pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,352 | $3,427-60.5% | $2,819-52.0% | $4,837-72.0% |
| Participant deferral / active EE | $1,781 | $5,087-65.0% | $4,398-59.5% | $6,341-71.9% |
| Admin fee / account holder | $1,035 | $11,228-90.8% | $7,407-86.0% | $12,309-91.6% |