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 | $233,539 | $152,587+53.1% | $125,175+86.6% | $152,861+52.8% |
| Participation rate | 90.5% | 83.3%+7.1pp | 79.8%+10.7pp | 82.4%+8.0pp |
| Annual return | 12.61% | 54.84%-42.2pp | 43.79%-31.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $2,839 | $4,946-42.6% | $3,865-26.5% | $4,762-40.4% |
| Participant deferral / active EE | $3,727 | $5,868-36.5% | $4,937-24.5% | $5,850-36.3% |
| Admin fee / account holder | $44,567 | $13,434+231.7% | $9,702+359.4% | $11,596+284.3% |