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 | $125,736 | $114,381+9.9% | $107,525+16.9% | $142,382-11.7% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 16.36% | 242.71%-226.3pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,612 | $4,015-34.9% | $3,754-30.4% | $4,299-39.2% |
| Participant deferral / active EE | $5,404 | $5,564-2.9% | $5,116+5.6% | $6,507-16.9% |
| Admin fee / account holder | $38,393 | $9,860+289.4% | $8,919+330.5% | $12,624+204.1% |