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 | $175,110 | $183,592-4.6% | $155,567+12.6% | $145,959+20.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.31% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,374 | $5,315-55.3% | $4,674-49.2% | $4,661-49.1% |
| Participant deferral / active EE | $8,549 | $6,464+32.3% | $5,628+51.9% | $6,689+27.8% |
| Admin fee / account holder | $41,682 | $19,318+115.8% | $15,916+161.9% | $13,398+211.1% |