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 | $142,322 | $179,726-20.8% | $156,263-8.9% | $142,3820% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.21% | 77.86%-64.6pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,172 | $5,069-17.7% | $4,333-3.7% | $4,299-2.9% |
| Participant deferral / active EE | $6,015 | $6,956-13.5% | $6,158-2.3% | $6,507-7.6% |
| Admin fee / account holder | $40,825 | $17,272+136.4% | $14,255+186.4% | $12,624+223.4% |