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 | $150,101 | $124,319+20.7% | $111,297+34.9% | $167,490-10.4% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 14.36% | 37.44%-23.1pp | 54.65%-40.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,029 | $3,435+17.3% | $2,731+47.5% | $4,837-16.7% |
| Participant deferral / active EE | $8,201 | $5,180+58.3% | $4,487+82.8% | $6,341+29.3% |
| Admin fee / account holder | $24,416 | $10,618+129.9% | $7,964+206.6% | $12,309+98.4% |