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 | $142,559 | $162,781-12.4% | $133,956+6.4% | $158,922-10.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 13.89% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,257 | $4,975-74.7% | $3,919-67.9% | $4,761-73.6% |
| Participant deferral / active EE | $3,241 | $5,911-45.2% | $5,048-35.8% | $5,982-45.8% |
| Admin fee / account holder | $5,833 | $11,736-50.3% | $8,927-34.7% | $11,246-48.1% |