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 | $194,002 | $171,164+13.3% | $127,761+51.8% | $152,861+26.9% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.0%+7.7pp | 82.4%+4.2pp |
| Annual return | 17.72% | 23.54%-5.8pp | 26.14%-8.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,715 | $7,038-33.0% | $6,021-21.7% | $5,850-19.4% |
| Admin fee / account holder | $16,035 | $14,530+10.4% | $9,395+70.7% | $11,596+38.3% |