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 | $111,556 | $77,813+43.4% | $123,544-9.7% | $64,186+73.8% |
| Participation rate | 74.7% | 74.7%0pp | 82.3%-7.6pp | 69.6%+5.1pp |
| Annual return | -4.75% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,446 | $3,014+14.3% | $4,628-25.5% | $2,381+44.7% |
| Participant deferral / active EE | $7,178 | $5,240+37.0% | $6,426+11.7% | $3,470+106.9% |
| Admin fee / account holder | $20,367 | $5,519+269.1% | $9,284+119.4% | $4,888+316.7% |