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 | $146,286 | $154,117-5.1% | $129,995+12.5% | $139,434+4.9% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 23.22% | 32.48%-9.3pp | -137.18%+160.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,148 | $5,289-59.4% | $4,320-50.3% | $4,751-54.8% |
| Participant deferral / active EE | $4,828 | $6,710-28.0% | $5,820-17.0% | $6,710-28.0% |
| Admin fee / account holder | $5,357 | $14,007-61.8% | $10,614-49.5% | $11,403-53.0% |