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 | $171,771 | $133,922+28.3% | $116,228+47.8% | $142,382+20.6% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 16.26% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,459 | $3,446-57.6% | $2,994-51.3% | $4,299-66.1% |
| Participant deferral / active EE | $2,913 | $5,672-48.6% | $4,953-41.2% | $6,507-55.2% |
| Admin fee / account holder | $4,753 | $14,945-68.2% | $11,989-60.4% | $12,624-62.3% |