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 | $168,253 | $210,648-20.1% | $177,989-5.5% | $145,922+15.3% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 11.54% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,333 | $4,565-48.9% | $3,949-40.9% | $4,660-49.9% |
| Participant deferral / active EE | $5,546 | $6,958-20.3% | $6,276-11.6% | $6,688-17.1% |
| Admin fee / account holder | $3,909 | $12,013-67.5% | $10,363-62.3% | $13,397-70.8% |