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 | $151,403 | $135,952+11.4% | $123,892+22.2% | $273,961-44.7% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 3.81% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,725 | $5,170-66.6% | $4,617-62.6% | $4,869-64.6% |
| Participant deferral / active EE | $5,725 | $6,343-9.7% | $5,984-4.3% | $5,287+8.3% |
| Admin fee / account holder | $37,918 | $9,817+286.2% | $8,357+353.7% | $10,132+274.2% |