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 | $168,015 | $176,812-5.0% | $146,665+14.6% | $167,490+0.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 12.51% | 24.03%-11.5pp | 22.74%-10.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,452 | $5,160-71.9% | $4,136-64.9% | $4,837-70.0% |
| Participant deferral / active EE | $6,312 | $6,440-2.0% | $5,506+14.6% | $6,341-0.5% |
| Admin fee / account holder | $91,903 | $13,259+593.1% | $10,280+794.0% | $12,309+646.6% |