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 | $135,513 | $127,386+6.4% | $115,037+17.8% | $125,391+8.1% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | 1.02% | 31.28%-30.3pp | 26.14%-25.1pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,814 | $5,166-64.9% | $4,608-60.6% | $4,866-62.7% |
| Participant deferral / active EE | $7,393 | $6,423+15.1% | $6,026+22.7% | $5,352+38.1% |
| Admin fee / account holder | $1,453 | $9,516-84.7% | $8,175-82.2% | $9,540-84.8% |