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 | $205,959 | $176,812+16.5% | $146,665+40.4% | $167,490+23.0% |
| Participation rate | 86.4% | 83.6%+2.7pp | 80.1%+6.3pp | 82.1%+4.3pp |
| Annual return | 14.83% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,219 | $5,160-76.4% | $4,136-70.5% | $4,837-74.8% |
| Participant deferral / active EE | $2,445 | $6,440-62.0% | $5,506-55.6% | $6,341-61.4% |
| Admin fee / account holder | $4,480 | $13,259-66.2% | $10,280-56.4% | $12,309-63.6% |