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 | $130,187 | $117,841+10.5% | $102,423+27.1% | $145,922-10.8% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 9.32% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,108 | $3,615-69.3% | $3,023-63.3% | $4,660-76.2% |
| Participant deferral / active EE | $3,921 | $5,731-31.6% | $5,053-22.4% | $6,688-41.4% |
| Admin fee / account holder | $54,982 | $13,326+312.6% | $9,451+481.8% | $13,397+310.4% |