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 | $130,013 | $166,020-21.7% | $164,866-21.1% | $145,959-10.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 11.49% | 100.08%-88.6pp | 69.97%-58.5pp | 561.95%-550.5pp |
| Employer contribution / active EE | $4,045 | $5,275-23.3% | $4,343-6.9% | $4,661-13.2% |
| Participant deferral / active EE | $5,680 | $6,961-18.4% | $6,033-5.8% | $6,689-15.1% |
| Admin fee / account holder | $104,179 | $16,644+525.9% | $12,689+721.0% | $13,398+677.6% |