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 | $152,260 | $127,386+19.5% | $115,037+32.4% | $125,391+21.4% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | 0.64% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $3,217 | $5,166-37.7% | $4,608-30.2% | $4,866-33.9% |
| Participant deferral / active EE | $4,670 | $6,423-27.3% | $6,026-22.5% | $5,352-12.7% |
| Admin fee / account holder | $31,716 | $9,516+233.3% | $8,175+288.0% | $9,540+232.4% |