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 | $151,223 | $157,256-3.8% | $141,162+7.1% | $152,861-1.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.19% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,998 | $5,261-24.0% | $4,735-15.6% | $4,762-16.0% |
| Participant deferral / active EE | $6,710 | $7,109-5.6% | $6,7090% | $5,850+14.7% |
| Admin fee / account holder | $56,309 | $12,120+364.6% | $10,261+448.8% | $11,596+385.6% |