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 | $153,393 | $179,726-14.7% | $156,263-1.8% | $142,382+7.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 17.39% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,843 | $5,069-24.2% | $4,333-11.3% | $4,299-10.6% |
| Participant deferral / active EE | $10,994 | $6,956+58.0% | $6,158+78.5% | $6,507+68.9% |
| Admin fee / account holder | $111,524 | $17,272+545.7% | $14,255+682.4% | $12,624+783.5% |