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 4-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 | $127,304 | $127,065+0.2% | $113,168+12.5% | $142,382-10.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.56% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,754 | $3,442-20.0% | $2,975-7.4% | $4,299-35.9% |
| Participant deferral / active EE | $4,539 | $5,716-20.6% | $5,107-11.1% | $6,507-30.3% |
| Admin fee / account holder | $42,348 | $15,736+169.1% | $12,068+250.9% | $12,624+235.5% |