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 | $142,859 | $183,519-22.2% | $155,509-8.1% | $145,922-2.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.71% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,592 | $5,313+24.1% | $4,672+41.1% | $4,660+41.5% |
| Participant deferral / active EE | $3,366 | $6,462-47.9% | $5,626-40.2% | $6,688-49.7% |
| Admin fee / account holder | $88,117 | $19,313+356.3% | $15,912+453.8% | $13,397+557.7% |