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 | $156,504 | $183,519-14.7% | $155,509+0.6% | $145,922+7.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.24% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,021 | $5,313-62.0% | $4,672-56.7% | $4,660-56.6% |
| Participant deferral / active EE | $10,963 | $6,462+69.6% | $5,626+94.9% | $6,688+63.9% |
| Admin fee / account holder | $2,749 | $19,313-85.8% | $15,912-82.7% | $13,397-79.5% |