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 | $152,050 | $112,096+35.6% | $95,952+58.5% | $158,922-4.3% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 12.28% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,426 | $3,198-55.4% | $2,541-43.9% | $4,761-70.1% |
| Participant deferral / active EE | $3,123 | $4,784-34.7% | $4,167-25.0% | $5,982-47.8% |
| Admin fee / account holder | $69,819 | $10,130+589.2% | $6,795+927.4% | $11,246+520.8% |