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 | $151,333 | $127,264+18.9% | $109,895+37.7% | $167,490-9.6% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 10.53% | 22.97%-12.4pp | 29.45%-18.9pp | 478.56%-468.0pp |
| Employer contribution / active EE | $6,856 | $3,322+106.4% | $2,842+141.2% | $4,837+41.7% |
| Participant deferral / active EE | $5,695 | $4,514+26.2% | $4,048+40.7% | $6,341-10.2% |
| Admin fee / account holder | $6,794 | $7,114-4.5% | $6,066+12.0% | $12,309-44.8% |