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 | $193,183 | $165,984+16.4% | $164,813+17.2% | $145,922+32.4% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 10.79% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,003 | $5,273-24.1% | $4,341-7.8% | $4,660-14.1% |
| Participant deferral / active EE | $4,350 | $6,959-37.5% | $6,031-27.9% | $6,688-34.9% |
| Admin fee / account holder | $61,682 | $16,648+270.5% | $12,690+386.1% | $13,397+360.4% |