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 | $206,256 | $228,332-9.7% | $185,823+11.0% | $158,922+29.8% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 22.85% | 40.80%-17.9pp | 35.95%-13.1pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,040 | $4,967-58.9% | $4,087-50.1% | $4,761-57.2% |
| Participant deferral / active EE | $13,322 | $6,415+107.7% | $5,632+136.5% | $5,982+122.7% |
| Admin fee / account holder | $120,918 | $11,864+919.2% | $9,500+1172.8% | $11,246+975.2% |