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 | $117,207 | $91,190+28.5% | $178,490-34.3% | $79,858+46.8% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 12.67% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,899 | $3,256-41.7% | $5,011-62.1% | $2,471-23.1% |
| Participant deferral / active EE | $3,826 | $3,236+18.2% | $5,202-26.4% | $3,740+2.3% |
| Admin fee / account holder | $34,690 | $6,751+413.9% | $13,984+148.1% | $5,306+553.8% |