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 | $163,979 | $157,256+4.3% | $141,162+16.2% | $152,861+7.3% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 24.93% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,004 | $5,261-61.9% | $4,735-57.7% | $4,762-57.9% |
| Participant deferral / active EE | $4,928 | $7,109-30.7% | $6,709-26.6% | $5,850-15.8% |
| Admin fee / account holder | $11,715 | $12,120-3.3% | $10,261+14.2% | $11,596+1.0% |