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 | $150,847 | $214,378-29.6% | $200,582-24.8% | $142,382+5.9% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 13.92% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,770 | $6,841-74.1% | $6,419-72.4% | $4,299-58.8% |
| Participant deferral / active EE | $9,943 | $9,865+0.8% | $9,331+6.6% | $6,507+52.8% |
| Admin fee / account holder | $25,083 | $17,692+41.8% | $16,305+53.8% | $12,624+98.7% |