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 | $148,467 | $112,096+32.4% | $95,952+54.7% | $158,922-6.6% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 13.40% | 171.09%-157.7pp | 91.61%-78.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,692 | $3,198-15.8% | $2,541+5.9% | $4,761-43.5% |
| Participant deferral / active EE | $4,227 | $4,784-11.6% | $4,167+1.5% | $5,982-29.3% |
| Admin fee / account holder | $28,790 | $10,130+184.2% | $6,795+323.7% | $11,246+156.0% |