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 | $141,957 | $176,056-19.4% | $159,436-11.0% | $167,490-15.2% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 10.55% | 331.75%-321.2pp | 263.57%-253.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,570 | $5,297-51.5% | $4,829-46.8% | $4,837-46.9% |
| Participant deferral / active EE | $6,981 | $7,750-9.9% | $7,352-5.0% | $6,341+10.1% |
| Admin fee / account holder | $37,359 | $12,554+197.6% | $10,799+246.0% | $12,309+203.5% |