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 | $152,260 | $111,535+36.5% | $105,223+44.7% | $137,256+10.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 13.63% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,437 | $3,939-38.1% | $3,689-33.9% | $4,156-41.4% |
| Participant deferral / active EE | $7,042 | $5,500+28.0% | $5,072+38.8% | $6,407+9.9% |
| Admin fee / account holder | $84,124 | $9,721+765.3% | $8,859+849.6% | $12,270+585.6% |