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 | $161,093 | $142,405+13.1% | $115,157+39.9% | $152,861+5.4% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 21.20% | 41.48%-20.3pp | 35.60%-14.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,416 | $4,010-64.7% | $3,179-55.5% | $4,762-70.3% |
| Participant deferral / active EE | $4,306 | $5,164-16.6% | $4,168+3.3% | $5,850-26.4% |
| Admin fee / account holder | $3,493 | $8,462-58.7% | $7,088-50.7% | $11,596-69.9% |