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 | $143,978 | $152,460-5.6% | $118,746+21.2% | $147,584-2.4% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.3%+14.6pp | 82.8%+10.0pp |
| Annual return | 12.59% | 17.41%-4.8pp | 24.54%-11.9pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,849 | $5,046-63.3% | $4,193-55.9% | $4,876-62.1% |
| Participant deferral / active EE | $2,729 | $6,212-56.1% | $5,332-48.8% | $5,439-49.8% |
| Admin fee / account holder | $3,465 | $16,953-79.6% | $10,720-67.7% | $10,885-68.2% |