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 | $178,930 | $162,781+9.9% | $133,956+33.6% | $158,922+12.6% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 9.65% | 41.94%-32.3pp | 45.09%-35.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,676 | $4,975-66.3% | $3,919-57.2% | $4,761-64.8% |
| Participant deferral / active EE | $3,292 | $5,911-44.3% | $5,048-34.8% | $5,982-45.0% |
| Admin fee / account holder | $33,911 | $11,736+188.9% | $8,927+279.9% | $11,246+201.5% |