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 6-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 | $134,710 | $124,281+8.4% | $109,143+23.4% | $167,490-19.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 9.78% | 26.04%-16.3pp | 25.75%-16.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,817 | $4,207-56.8% | $3,722-51.2% | $4,837-62.4% |
| Participant deferral / active EE | $3,250 | $5,255-38.2% | $4,653-30.2% | $6,341-48.7% |
| Admin fee / account holder | $1,342 | $7,970-83.2% | $6,752-80.1% | $12,309-89.1% |