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 | $227,710 | $209,411+8.7% | $178,490+27.6% | $158,922+43.3% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 14.85% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $4,518 | $5,706-20.8% | $5,011-9.8% | $4,761-5.1% |
| Participant deferral / active EE | $5,483 | $5,954-7.9% | $5,202+5.4% | $5,982-8.3% |
| Admin fee / account holder | $141,156 | $17,074+726.7% | $13,984+909.4% | $11,246+1155.2% |