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 | $166,321 | $176,056-5.5% | $159,436+4.3% | $167,490-0.7% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 14.39% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,553 | $5,297-70.7% | $4,829-67.9% | $4,837-67.9% |
| Participant deferral / active EE | $5,797 | $7,750-25.2% | $7,352-21.2% | $6,341-8.6% |
| Admin fee / account holder | $26,039 | $12,554+107.4% | $10,799+141.1% | $12,309+111.5% |