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 | $107,394 | $179,726-40.2% | $156,263-31.3% | $142,382-24.6% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 15.73% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,205 | $5,069-36.8% | $4,333-26.0% | $4,299-25.4% |
| Participant deferral / active EE | $13,281 | $6,956+90.9% | $6,158+115.7% | $6,507+104.1% |
| Admin fee / account holder | $54,934 | $17,272+218.1% | $14,255+285.4% | $12,624+335.2% |