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 | $150,473 | $114,381+31.6% | $107,525+39.9% | $142,382+5.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.91% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,441 | $4,015-39.2% | $3,754-35.0% | $4,299-43.2% |
| Participant deferral / active EE | $4,463 | $5,564-19.8% | $5,116-12.8% | $6,507-31.4% |
| Admin fee / account holder | $2,796 | $9,860-71.6% | $8,919-68.7% | $12,624-77.9% |