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 | $131,155 | $111,535+17.6% | $105,223+24.6% | $137,256-4.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 12.91% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,595 | $3,939-34.1% | $3,689-29.7% | $4,156-37.6% |
| Participant deferral / active EE | $3,160 | $5,500-42.6% | $5,072-37.7% | $6,407-50.7% |
| Admin fee / account holder | $24,972 | $9,721+156.9% | $8,859+181.9% | $12,270+103.5% |