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 | $110,539 | $209,411-47.2% | $178,490-38.1% | $158,922-30.4% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 15.39% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,917 | $5,706-31.4% | $5,011-21.8% | $4,761-17.7% |
| Participant deferral / active EE | $5,701 | $5,954-4.3% | $5,202+9.6% | $5,982-4.7% |
| Admin fee / account holder | $26,940 | $17,074+57.8% | $13,984+92.6% | $11,246+139.6% |