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 | $160,384 | $157,256+2.0% | $141,162+13.6% | $152,861+4.9% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 24.21% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $4,033 | $5,261-23.3% | $4,735-14.8% | $4,762-15.3% |
| Participant deferral / active EE | $6,915 | $7,109-2.7% | $6,709+3.1% | $5,850+18.2% |
| Admin fee / account holder | $20,588 | $12,120+69.9% | $10,261+100.6% | $11,596+77.5% |