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 | $199,662 | $127,065+57.1% | $113,168+76.4% | $142,382+40.2% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 20.34% | 24.03%-3.7pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,522 | $3,442-55.8% | $2,975-48.9% | $4,299-64.6% |
| Participant deferral / active EE | $3,424 | $5,716-40.1% | $5,107-33.0% | $6,507-47.4% |
| Admin fee / account holder | $64,212 | $15,736+308.1% | $12,068+432.1% | $12,624+408.7% |