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 | $163,101-8.1% | $136,749+9.6% | $142,382+5.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 11.32% | 27.54%-16.2pp | 24.33%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,995 | $4,117-51.5% | $3,400-41.3% | $4,299-53.6% |
| Participant deferral / active EE | $2,627 | $5,585-53.0% | $4,692-44.0% | $6,507-59.6% |
| Admin fee / account holder | $180,112 | $14,318+1157.9% | $11,386+1481.8% | $12,624+1326.8% |