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 5-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 | $154,610 | $106,515+45.2% | $96,683+59.9% | $139,434+10.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 14.97% | 38.43%-23.5pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,368 | $4,103-17.9% | $3,737-9.9% | $4,751-29.1% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $73,701 | $7,877+835.7% | $6,730+995.2% | $11,403+546.4% |