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 | $118,537 | $125,758-5.7% | $169,993-30.3% | $75,163+57.7% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 21.08% | 27.20%-6.1pp | 53.37%-32.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,644 | $4,615-64.4% | $6,785-75.8% | $2,670-38.4% |
| Participant deferral / active EE | $3,142 | $6,837-54.0% | $10,408-69.8% | $4,125-23.8% |
| Admin fee / account holder | $7,816 | $8,173-4.4% | $12,815-39.0% | $5,651+38.3% |