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 | $183,618 | $162,781+12.8% | $133,956+37.1% | $158,922+15.5% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 12.52% | 41.94%-29.4pp | 45.09%-32.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,841 | $4,975-63.0% | $3,919-53.0% | $4,761-61.3% |
| Participant deferral / active EE | $4,161 | $5,911-29.6% | $5,048-17.6% | $5,982-30.4% |
| Admin fee / account holder | $17,703 | $11,736+50.8% | $8,927+98.3% | $11,246+57.4% |