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 | $129,363 | $124,281+4.1% | $109,143+18.5% | $167,490-22.8% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 10.96% | 26.04%-15.1pp | 25.75%-14.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,562 | $4,207-62.9% | $3,722-58.0% | $4,837-67.7% |
| Participant deferral / active EE | $5,621 | $5,255+7.0% | $4,653+20.8% | $6,341-11.4% |
| Admin fee / account holder | $1,093 | $7,970-86.3% | $6,752-83.8% | $12,309-91.1% |