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 | $151,145 | $157,256-3.9% | $141,162+7.1% | $152,861-1.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 14.65% | 64.32%-49.7pp | 71.39%-56.7pp | 345.32%-330.7pp |
| Employer contribution / active EE | $9,000 | $5,261+71.1% | $4,735+90.1% | $4,762+89.0% |
| Participant deferral / active EE | $4,750 | $7,109-33.2% | $6,709-29.2% | $5,850-18.8% |
| Admin fee / account holder | $100,814 | $12,120+731.8% | $10,261+882.5% | $11,596+769.4% |