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 | $126,806 | $102,317+23.9% | $146,958-13.7% | $80,856+56.8% |
| Participation rate | 70.7% | 75.8%-5.1pp | 82.2%-11.5pp | 67.6%+3.1pp |
| Annual return | 21.90% | 134.76%-112.9pp | 418.34%-396.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $2,596 | $3,713-30.1% | $4,933-47.4% | $2,755-5.7% |
| Participant deferral / active EE | $7,357 | $6,644+10.7% | $8,070-8.8% | $4,296+71.3% |
| Admin fee / account holder | $872 | $7,941-89.0% | $12,998-93.3% | $6,918-87.4% |