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 | $161,434 | $149,734+7.8% | $118,925+35.7% | $158,922+1.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 75.4%+17.5pp | 82.0%+10.9pp |
| Annual return | 18.40% | 19.95%-1.5pp | 35.88%-17.5pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,020 | $4,115-26.6% | $3,263-7.4% | $4,761-36.6% |
| Participant deferral / active EE | $4,041 | $5,223-22.6% | $4,265-5.3% | $5,982-32.5% |
| Admin fee / account holder | $652 | $8,603-92.4% | $6,581-90.1% | $11,246-94.2% |