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 | $156,406 | $157,256-0.5% | $141,162+10.8% | $152,861+2.3% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 22.40% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,328 | $5,261-55.7% | $4,735-50.8% | $4,762-51.1% |
| Participant deferral / active EE | $6,778 | $7,109-4.7% | $6,709+1.0% | $5,850+15.9% |
| Admin fee / account holder | $26,724 | $12,120+120.5% | $10,261+160.4% | $11,596+130.5% |