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 | $147,919 | $137,414+7.6% | $189,513-21.9% | $85,850+72.3% |
| Participation rate | 73.7% | 84.6%-10.9pp | 87.8%-14.1pp | 69.3%+4.4pp |
| Annual return | 19.49% | 38.14%-18.7pp | 555.15%-535.7pp | 318.53%-299.0pp |
| Employer contribution / active EE | $1,474 | $4,344-66.1% | $6,162-76.1% | $2,565-42.5% |
| Participant deferral / active EE | $3,921 | $6,260-37.4% | $8,221-52.3% | $3,952-0.8% |
| Admin fee / account holder | $42,971 | $8,630+397.9% | $12,045+256.8% | $6,260+586.4% |