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 | $138,984 | $137,414+1.1% | $189,513-26.7% | $85,850+61.9% |
| Participation rate | 85.0% | 84.6%+0.4pp | 87.8%-2.8pp | 69.3%+15.7pp |
| Annual return | 12.40% | 38.14%-25.7pp | 555.15%-542.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,580 | $4,344-40.6% | $6,162-58.1% | $2,565+0.6% |
| Participant deferral / active EE | $6,098 | $6,260-2.6% | $8,221-25.8% | $3,952+54.3% |
| Admin fee / account holder | $1,249 | $8,630-85.5% | $12,045-89.6% | $6,260-80.1% |