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 7-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 | $136,430 | $123,793+10.2% | $177,821-23.3% | $79,858+70.8% |
| Participation rate | 87.7% | 84.7%+3.0pp | 87.7%0pp | 69.6%+18.1pp |
| Annual return | 15.06% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,980 | $4,095-51.7% | $5,918-66.6% | $2,471-19.9% |
| Participant deferral / active EE | $10,235 | $5,956+71.8% | $7,714+32.7% | $3,740+173.7% |
| Admin fee / account holder | $18,497 | $7,243+155.4% | $12,427+48.8% | $5,306+248.6% |