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 | $149,937 | $161,352-7.1% | $134,172+11.7% | $137,256+9.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 11.32% | 28.72%-17.4pp | 25.30%-14.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,995 | $4,099-51.3% | $3,420-41.7% | $4,156-52.0% |
| Participant deferral / active EE | $2,627 | $5,552-52.7% | $4,690-44.0% | $6,407-59.0% |
| Admin fee / account holder | $180,112 | $15,028+1098.5% | $12,016+1398.9% | $12,270+1367.9% |