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 | $132,287 | $127,264+3.9% | $109,895+20.4% | $167,490-21.0% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.2%+16.3pp | 82.1%+8.4pp |
| Annual return | 12.91% | 22.97%-10.1pp | 29.45%-16.5pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,158 | $3,322-65.2% | $2,842-59.3% | $4,837-76.1% |
| Participant deferral / active EE | $5,112 | $4,514+13.2% | $4,048+26.3% | $6,341-19.4% |
| Admin fee / account holder | $621 | $7,114-91.3% | $6,066-89.8% | $12,309-95.0% |