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 | $140,990 | $135,952+3.7% | $123,892+13.8% | $273,961-48.5% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 3.98% | 56.63%-52.7pp | 47.52%-43.5pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,407 | $5,170-72.8% | $4,617-69.5% | $4,869-71.1% |
| Participant deferral / active EE | $6,708 | $6,343+5.8% | $5,984+12.1% | $5,287+26.9% |
| Admin fee / account holder | $1,422 | $9,817-85.5% | $8,357-83.0% | $10,132-86.0% |