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 | $150,591 | $118,849+26.7% | $96,562+56.0% | $167,490-10.1% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.8%+21.5pp | 82.1%+9.2pp |
| Annual return | 14.02% | 50.49%-36.5pp | 37.78%-23.8pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,496 | $3,120+12.1% | $2,356+48.4% | $4,837-27.7% |
| Participant deferral / active EE | $6,666 | $4,616+44.4% | $3,849+73.2% | $6,341+5.1% |
| Admin fee / account holder | $4,031 | $8,065-50.0% | $6,181-34.8% | $12,309-67.3% |