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 | $151,799 | $137,414+10.5% | $189,513-19.9% | $85,850+76.8% |
| Participation rate | 97.6% | 84.6%+13.0pp | 87.8%+9.8pp | 69.3%+28.3pp |
| Annual return | 12.34% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,416 | $4,344-21.4% | $6,162-44.6% | $2,565+33.2% |
| Participant deferral / active EE | $6,476 | $6,260+3.4% | $8,221-21.2% | $3,952+63.9% |
| Admin fee / account holder | $6,168 | $8,630-28.5% | $12,045-48.8% | $6,260-1.5% |