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 | $209,704 | $146,267+43.4% | $197,124+6.4% | $82,448+154.3% |
| Participation rate | 82.5% | 84.0%-1.5pp | 86.7%-4.2pp | 68.1%+14.4pp |
| Annual return | 15.69% | 29.61%-13.9pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,723 | $4,723-63.5% | $6,227-72.3% | $2,551-32.5% |
| Participant deferral / active EE | $8,385 | $7,035+19.2% | $9,135-8.2% | $4,139+102.6% |
| Admin fee / account holder | $31,962 | $14,422+121.6% | $16,298+96.1% | $7,234+341.8% |