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 | $153,702 | $124,319+23.6% | $111,297+38.1% | $167,490-8.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 26.07% | 37.44%-11.4pp | 54.65%-28.6pp | 478.56%-452.5pp |
| Employer contribution / active EE | $1,380 | $3,435-59.8% | $2,731-49.5% | $4,837-71.5% |
| Participant deferral / active EE | $5,212 | $5,180+0.6% | $4,487+16.2% | $6,341-17.8% |
| Admin fee / account holder | $16,661 | $10,618+56.9% | $7,964+109.2% | $12,309+35.4% |