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 | $146,562 | $175,202-16.3% | $149,673-2.1% | $139,434+5.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 11.42% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,376 | $5,474-56.6% | $4,818-50.7% | $4,751-50.0% |
| Participant deferral / active EE | $7,740 | $6,519+18.7% | $5,680+36.3% | $6,710+15.3% |
| Admin fee / account holder | $14,376 | $16,150-11.0% | $13,210+8.8% | $11,403+26.1% |