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 | $151,941 | $118,450+28.3% | $98,439+54.3% | $139,434+9.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 15.27% | 18.94%-3.7pp | 21.16%-5.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,090 | $3,609-42.1% | $3,048-31.4% | $4,751-56.0% |
| Participant deferral / active EE | $11,169 | $5,392+107.2% | $4,738+135.8% | $6,710+66.5% |
| Admin fee / account holder | $129,421 | $14,026+822.7% | $8,948+1346.4% | $11,403+1035.0% |