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 | $148,753 | $177,572-16.2% | $154,803-3.9% | $142,382+4.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 12.84% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,915 | $4,810-60.2% | $4,305-55.5% | $4,299-55.5% |
| Participant deferral / active EE | $5,213 | $6,272-16.9% | $5,540-5.9% | $6,507-19.9% |
| Admin fee / account holder | $6,956 | $16,786-58.6% | $14,329-51.5% | $12,624-44.9% |