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 | $135,277 | $176,812-23.5% | $146,665-7.8% | $167,490-19.2% |
| Participation rate | 86.4% | 83.6%+2.7pp | 80.1%+6.3pp | 82.1%+4.3pp |
| Annual return | 9.51% | 24.03%-14.5pp | 22.74%-13.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,263 | $5,160-36.8% | $4,136-21.1% | $4,837-32.6% |
| Participant deferral / active EE | $8,461 | $6,440+31.4% | $5,506+53.7% | $6,341+33.4% |
| Admin fee / account holder | $31,068 | $13,259+134.3% | $10,280+202.2% | $12,309+152.4% |