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 | $182,952 | $178,174+2.7% | $156,181+17.1% | $137,256+33.3% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.8%-4.9pp | 80.0%-6.0pp |
| Annual return | 14.05% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,686 | $4,972-25.9% | $4,294-14.1% | $4,156-11.3% |
| Participant deferral / active EE | $8,456 | $6,888+22.8% | $6,132+37.9% | $6,407+32.0% |
| Admin fee / account holder | $67,208 | $17,404+286.2% | $14,586+360.8% | $12,270+447.7% |