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 | $155,036 | $165,984-6.6% | $164,813-5.9% | $145,922+6.2% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.6%+10.9pp | 80.3%+9.2pp |
| Annual return | 16.25% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,452 | $5,273-53.5% | $4,341-43.5% | $4,660-47.4% |
| Participant deferral / active EE | $6,137 | $6,959-11.8% | $6,031+1.7% | $6,688-8.2% |
| Admin fee / account holder | $51,213 | $16,648+207.6% | $12,690+303.6% | $13,397+282.3% |