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 | $131,057 | $135,952-3.6% | $123,892+5.8% | $273,961-52.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 13.00% | 56.63%-43.6pp | 47.52%-34.5pp | 41.45%-28.5pp |
| Employer contribution / active EE | $1,240 | $5,170-76.0% | $4,617-73.1% | $4,869-74.5% |
| Participant deferral / active EE | $9,080 | $6,343+43.2% | $5,984+51.7% | $5,287+71.7% |
| Admin fee / account holder | $11,685 | $9,817+19.0% | $8,357+39.8% | $10,132+15.3% |