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 | $191,933 | $176,377+8.8% | $134,143+43.1% | $158,922+20.8% |
| Participation rate | 95.2% | 78.7%+16.5pp | 72.2%+23.1pp | 82.0%+13.3pp |
| Annual return | 8.51% | 63.63%-55.1pp | 36.33%-27.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $286 | $5,040-94.3% | $3,704-92.3% | $4,761-94.0% |
| Participant deferral / active EE | $4,062 | $4,091-0.7% | $3,499+16.1% | $5,982-32.1% |
| Admin fee / account holder | $17,832 | $8,718+104.5% | $6,684+166.8% | $11,246+58.6% |