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 | $117,355 | $102,317+14.7% | $146,958-20.1% | $80,856+45.1% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 14.66% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,377 | $3,713-62.9% | $4,933-72.1% | $2,755-50.0% |
| Participant deferral / active EE | $7,250 | $6,644+9.1% | $8,070-10.2% | $4,296+68.8% |
| Admin fee / account holder | $27,301 | $7,941+243.8% | $12,998+110.0% | $6,918+294.6% |