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 | $150,857 | $175,202-13.9% | $149,673+0.8% | $139,434+8.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.47% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,931 | $5,474-46.5% | $4,818-39.2% | $4,751-38.3% |
| Participant deferral / active EE | $4,326 | $6,519-33.6% | $5,680-23.8% | $6,710-35.5% |
| Admin fee / account holder | $52,033 | $16,150+222.2% | $13,210+293.9% | $11,403+356.3% |