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 | $157,079 | $176,812-11.2% | $146,665+7.1% | $167,490-6.2% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 12.63% | 24.03%-11.4pp | 22.74%-10.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,278 | $5,160-36.5% | $4,136-20.7% | $4,837-32.2% |
| Participant deferral / active EE | $10,681 | $6,440+65.9% | $5,506+94.0% | $6,341+68.4% |
| Admin fee / account holder | $58,580 | $13,259+341.8% | $10,280+469.9% | $12,309+375.9% |