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 | $150,147 | $124,281+20.8% | $109,143+37.6% | $167,490-10.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 17.80% | 26.04%-8.2pp | 25.75%-7.9pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,288 | $4,207-21.9% | $3,722-11.7% | $4,837-32.0% |
| Participant deferral / active EE | $8,064 | $5,255+53.4% | $4,653+73.3% | $6,341+27.2% |
| Admin fee / account holder | $95,220 | $7,970+1094.8% | $6,752+1310.2% | $12,309+673.6% |