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 | $157,713 | $175,202-10.0% | $149,673+5.4% | $139,434+13.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 27.66% | 166.71%-139.1pp | 134.42%-106.8pp | 372.94%-345.3pp |
| Employer contribution / active EE | $2,451 | $5,474-55.2% | $4,818-49.1% | $4,751-48.4% |
| Participant deferral / active EE | $8,224 | $6,519+26.2% | $5,680+44.8% | $6,710+22.6% |
| Admin fee / account holder | $1,300 | $16,150-92.0% | $13,210-90.2% | $11,403-88.6% |