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 | $154,701 | $107,334+44.1% | $92,893+66.5% | $152,861+1.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 21.22% | 145.58%-124.4pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,555 | $4,221-63.2% | $3,653-57.4% | $4,762-67.4% |
| Participant deferral / active EE | $5,847 | $4,845+20.7% | $4,236+38.0% | $5,8500% |
| Admin fee / account holder | $73,526 | $7,079+938.6% | $5,794+1169.0% | $11,596+534.0% |