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 | $156,660 | $124,281+26.1% | $109,143+43.5% | $167,490-6.5% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 15.25% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,395 | $4,207-43.1% | $3,722-35.7% | $4,837-50.5% |
| Participant deferral / active EE | $5,758 | $5,255+9.6% | $4,653+23.7% | $6,341-9.2% |
| Admin fee / account holder | $8,993 | $7,970+12.8% | $6,752+33.2% | $12,309-26.9% |