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 6-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 | $160,572 | $124,281+29.2% | $109,143+47.1% | $167,490-4.1% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.3pp |
| Annual return | 13.66% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,277 | $4,207-69.6% | $3,722-65.7% | $4,837-73.6% |
| Participant deferral / active EE | $3,223 | $5,255-38.7% | $4,653-30.7% | $6,341-49.2% |
| Admin fee / account holder | $14,474 | $7,970+81.6% | $6,752+114.4% | $12,309+17.6% |