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 | $161,603 | $183,519-11.9% | $155,509+3.9% | $145,922+10.7% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 11.21% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,200 | $5,313-58.6% | $4,672-52.9% | $4,660-52.8% |
| Participant deferral / active EE | $5,810 | $6,462-10.1% | $5,626+3.3% | $6,688-13.1% |
| Admin fee / account holder | $1,988 | $19,313-89.7% | $15,912-87.5% | $13,397-85.2% |