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 | $179,893 | $150,187+19.8% | $120,354+49.5% | $145,922+23.3% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 17.51% | 154.07%-136.6pp | 107.15%-89.6pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,279 | $4,348-47.6% | $3,463-34.2% | $4,660-51.1% |
| Participant deferral / active EE | $5,687 | $6,173-7.9% | $4,991+14.0% | $6,688-15.0% |
| Admin fee / account holder | $28,094 | $12,207+130.2% | $9,423+198.1% | $13,397+109.7% |