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 | $142,331 | $142,405-0.1% | $115,157+23.6% | $152,861-6.9% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 14.99% | 41.48%-26.5pp | 35.60%-20.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $2,744 | $4,010-31.6% | $3,179-13.7% | $4,762-42.4% |
| Participant deferral / active EE | $8,624 | $5,164+67.0% | $4,168+106.9% | $5,850+47.4% |
| Admin fee / account holder | $20,302 | $8,462+139.9% | $7,088+186.4% | $11,596+75.1% |