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 | $193,203 | $159,901+20.8% | $146,958+31.5% | $145,922+32.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.26% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,571 | $5,286-51.4% | $4,933-47.9% | $4,660-44.8% |
| Participant deferral / active EE | $5,217 | $8,428-38.1% | $8,070-35.3% | $6,688-22.0% |
| Admin fee / account holder | $84,591 | $15,044+462.3% | $12,998+550.8% | $13,397+531.4% |