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 | $139,507 | $133,922+4.2% | $116,228+20.0% | $142,382-2.0% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.6%+20.9pp | 80.1%+15.3pp |
| Annual return | 14.28% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,262 | $3,446-5.3% | $2,994+8.9% | $4,299-24.1% |
| Participant deferral / active EE | $4,292 | $5,672-24.3% | $4,953-13.3% | $6,507-34.0% |
| Admin fee / account holder | $5,178 | $14,945-65.3% | $11,989-56.8% | $12,624-59.0% |