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 | $110,808 | $183,519-39.6% | $155,509-28.7% | $145,922-24.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 10.07% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,786 | $5,313-28.7% | $4,672-19.0% | $4,660-18.7% |
| Participant deferral / active EE | $4,875 | $6,462-24.6% | $5,626-13.3% | $6,688-27.1% |
| Admin fee / account holder | $65,215 | $19,313+237.7% | $15,912+309.9% | $13,397+386.8% |