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 | $146,691 | $157,256-6.7% | $141,162+3.9% | $152,861-4.0% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 18.85% | 64.32%-45.5pp | 71.39%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,030 | $5,261-61.4% | $4,735-57.1% | $4,762-57.4% |
| Participant deferral / active EE | $4,678 | $7,109-34.2% | $6,709-30.3% | $5,850-20.0% |
| Admin fee / account holder | $43,012 | $12,120+254.9% | $10,261+319.2% | $11,596+270.9% |