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 | $143,167 | $179,726-20.3% | $156,263-8.4% | $142,382+0.6% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 12.53% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,815 | $5,069-64.2% | $4,333-58.1% | $4,299-57.8% |
| Participant deferral / active EE | $8,645 | $6,956+24.3% | $6,158+40.4% | $6,507+32.9% |
| Admin fee / account holder | $55,904 | $17,272+223.7% | $14,255+292.2% | $12,624+342.8% |