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 | $133,762 | $127,065+5.3% | $113,168+18.2% | $142,382-6.1% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 13.46% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,026 | $3,442+46.0% | $2,975+68.9% | $4,299+16.9% |
| Participant deferral / active EE | $9,034 | $5,716+58.0% | $5,107+76.9% | $6,507+38.8% |
| Admin fee / account holder | $17,260 | $15,736+9.7% | $12,068+43.0% | $12,624+36.7% |