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 | $150,166 | $177,572-15.4% | $154,803-3.0% | $142,382+5.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.81% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,688 | $4,810-44.1% | $4,305-37.6% | $4,299-37.5% |
| Participant deferral / active EE | $5,869 | $6,272-6.4% | $5,540+5.9% | $6,507-9.8% |
| Admin fee / account holder | $101,895 | $16,786+507.0% | $14,329+611.1% | $12,624+707.2% |