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 | $214,812 | $167,484+28.3% | $151,611+41.7% | $134,475+59.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -13.71% | 7.80%-21.5pp | 3.33%-17.0pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,599 | $6,829-47.3% | $6,166-41.6% | $4,740-24.1% |
| Participant deferral / active EE | $10,231 | $8,986+13.9% | $8,363+22.3% | $6,400+59.9% |
| Admin fee / account holder | $5,117 | $13,783-62.9% | $11,616-55.9% | $11,426-55.2% |