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 | $160,545 | $124,281+29.2% | $109,143+47.1% | $167,490-4.1% |
| Participation rate | 76.5% | 79.4%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 14.40% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,282 | $4,207-45.8% | $3,722-38.7% | $4,837-52.8% |
| Participant deferral / active EE | $6,007 | $5,255+14.3% | $4,653+29.1% | $6,341-5.3% |
| Admin fee / account holder | $601 | $7,970-92.5% | $6,752-91.1% | $12,309-95.1% |