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 | $153,649 | $114,381+34.3% | $107,525+42.9% | $142,382+7.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 12.50% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,663 | $4,015-33.7% | $3,754-29.0% | $4,299-38.1% |
| Participant deferral / active EE | $4,170 | $5,564-25.0% | $5,116-18.5% | $6,507-35.9% |
| Admin fee / account holder | $109,420 | $9,860+1009.7% | $8,919+1126.9% | $12,624+766.8% |