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 | $168,200 | $148,534+13.2% | $135,903+23.8% | $139,434+20.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 16.77% | 79.19%-62.4pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,501 | $5,243-14.1% | $4,856-7.3% | $4,751-5.3% |
| Participant deferral / active EE | $5,908 | $8,100-27.1% | $7,758-23.8% | $6,710-12.0% |
| Admin fee / account holder | $331,610 | $12,400+2574.3% | $10,762+2981.3% | $11,403+2808.2% |