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 | $124,614 | $127,264-2.1% | $109,895+13.4% | $167,490-25.6% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.2%+12.1pp | 82.1%+4.3pp |
| Annual return | 9.81% | 22.97%-13.2pp | 29.45%-19.6pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,103 | $3,322-36.7% | $2,842-26.0% | $4,837-56.5% |
| Participant deferral / active EE | $2,947 | $4,514-34.7% | $4,048-27.2% | $6,341-53.5% |
| Admin fee / account holder | $20,194 | $7,114+183.9% | $6,066+232.9% | $12,309+64.1% |