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 | $153,543 | $142,405+7.8% | $115,157+33.3% | $152,861+0.4% |
| Participation rate | 91.7% | 82.4%+9.3pp | 75.9%+15.8pp | 82.4%+9.2pp |
| Annual return | 21.25% | 41.48%-20.2pp | 35.60%-14.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,227 | $4,010-19.5% | $3,179+1.5% | $4,762-32.2% |
| Participant deferral / active EE | $4,050 | $5,164-21.6% | $4,168-2.8% | $5,850-30.8% |
| Admin fee / account holder | $24,939 | $8,462+194.7% | $7,088+251.9% | $11,596+115.1% |