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 | $128,469 | $91,552+40.3% | $133,956-4.1% | $79,858+60.9% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.1pp |
| Annual return | 11.05% | 61.85%-50.8pp | 45.09%-34.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,456 | $2,384-38.9% | $3,919-62.8% | $2,471-41.1% |
| Participant deferral / active EE | $5,868 | $3,733+57.2% | $5,048+16.3% | $3,740+56.9% |
| Admin fee / account holder | $9,988 | $6,321+58.0% | $8,927+11.9% | $5,306+88.2% |