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 | $157,409 | $127,777+23.2% | $106,548+47.7% | $167,490-6.0% |
| Participation rate | 92.3% | 78.3%+14.0pp | 76.1%+16.2pp | 82.1%+10.2pp |
| Annual return | 15.68% | 33.87%-18.2pp | 26.80%-11.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,685 | $3,427-21.6% | $2,819-4.8% | $4,837-44.5% |
| Participant deferral / active EE | $2,072 | $5,087-59.3% | $4,398-52.9% | $6,341-67.3% |
| Admin fee / account holder | $603 | $11,228-94.6% | $7,407-91.9% | $12,309-95.1% |