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 | $150,597 | $103,376+45.7% | $87,100+72.9% | $152,861-1.5% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 23.18% | 28.10%-4.9pp | 28.19%-5.0pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,389 | $3,220-56.9% | $2,521-44.9% | $4,762-70.8% |
| Participant deferral / active EE | $4,089 | $4,778-14.4% | $4,049+1.0% | $5,850-30.1% |
| Admin fee / account holder | $650 | $12,205-94.7% | $7,497-91.3% | $11,596-94.4% |