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 | $150,097 | $171,164-12.3% | $127,761+17.5% | $152,861-1.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.0%+6.7pp | 82.4%+3.3pp |
| Annual return | 16.25% | 23.54%-7.3pp | 26.14%-9.9pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,108 | $5,447-61.3% | $4,574-53.9% | $4,762-55.7% |
| Participant deferral / active EE | $4,365 | $7,038-38.0% | $6,021-27.5% | $5,850-25.4% |
| Admin fee / account holder | $59,206 | $14,530+307.5% | $9,395+530.1% | $11,596+410.6% |