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 | $181,932 | $232,540-21.8% | $185,117-1.7% | $147,584+23.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 9.17% | 43.03%-33.9pp | 40.50%-31.3pp | 578.55%-569.4pp |
| Employer contribution / active EE | $3,026 | $5,195-41.8% | $4,182-27.6% | $4,876-37.9% |
| Participant deferral / active EE | $13,472 | $5,834+130.9% | $5,045+167.0% | $5,439+147.7% |
| Admin fee / account holder | $45,408 | $10,275+341.9% | $8,159+456.5% | $10,885+317.1% |