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 | $152,616 | $176,812-13.7% | $146,665+4.1% | $167,490-8.9% |
| Participation rate | 89.5% | 83.6%+5.9pp | 80.1%+9.4pp | 82.1%+7.4pp |
| Annual return | 11.32% | 24.03%-12.7pp | 22.74%-11.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,505 | $5,160-70.8% | $4,136-63.6% | $4,837-68.9% |
| Participant deferral / active EE | $3,471 | $6,440-46.1% | $5,506-37.0% | $6,341-45.3% |
| Admin fee / account holder | $39,117 | $13,259+195.0% | $10,280+280.5% | $12,309+217.8% |