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 | $167,541 | $152,460+9.9% | $118,746+41.1% | $147,584+13.5% |
| Participation rate | 83.3% | 82.3%+1.1pp | 78.3%+5.1pp | 82.8%+0.5pp |
| Annual return | 13.31% | 17.41%-4.1pp | 24.54%-11.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,002 | $5,046-60.3% | $4,193-52.2% | $4,876-58.9% |
| Participant deferral / active EE | $3,681 | $6,212-40.7% | $5,332-31.0% | $5,439-32.3% |
| Admin fee / account holder | $46,024 | $16,953+171.5% | $10,720+329.3% | $10,885+322.8% |