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 | $149,893 | $118,849+26.1% | $96,562+55.2% | $167,490-10.5% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 11.69% | 50.49%-38.8pp | 37.78%-26.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,468 | $3,120-52.9% | $2,356-37.7% | $4,837-69.6% |
| Participant deferral / active EE | $4,506 | $4,616-2.4% | $3,849+17.1% | $6,341-28.9% |
| Admin fee / account holder | $6,831 | $8,065-15.3% | $6,181+10.5% | $12,309-44.5% |