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 | $155,945 | $149,734+4.1% | $118,925+31.1% | $158,922-1.9% |
| Participation rate | 94.7% | 82.1%+12.7pp | 75.4%+19.4pp | 82.0%+12.8pp |
| Annual return | 14.42% | 19.95%-5.5pp | 35.88%-21.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,211 | $4,115-46.3% | $3,263-32.2% | $4,761-53.6% |
| Participant deferral / active EE | $3,176 | $5,223-39.2% | $4,265-25.5% | $5,982-46.9% |
| Admin fee / account holder | $3,123 | $8,603-63.7% | $6,581-52.5% | $11,246-72.2% |