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 | $146,272 | $126,574+15.6% | $106,213+37.7% | $145,922+0.2% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 11.53% | 224.79%-213.3pp | 116.14%-104.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,697 | $3,730-54.5% | $3,171-46.5% | $4,660-63.6% |
| Participant deferral / active EE | $7,101 | $5,724+24.1% | $5,016+41.6% | $6,688+6.2% |
| Admin fee / account holder | $13,429 | $17,304-22.4% | $11,033+21.7% | $13,397+0.2% |