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 | $137,407 | $201,272-31.7% | $184,203-25.4% | $145,922-5.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 10.11% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,707 | $7,022-61.4% | $6,427-57.9% | $4,660-41.9% |
| Participant deferral / active EE | $4,831 | $9,806-50.7% | $9,131-47.1% | $6,688-27.8% |
| Admin fee / account holder | $30,272 | $16,364+85.0% | $13,901+117.8% | $13,397+126.0% |