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 | $191,040 | $179,726+6.3% | $156,263+22.3% | $142,382+34.2% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 12.21% | 77.86%-65.6pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,962 | $5,069-21.9% | $4,333-8.6% | $4,299-7.9% |
| Participant deferral / active EE | $6,339 | $6,956-8.9% | $6,158+2.9% | $6,507-2.6% |
| Admin fee / account holder | $41,195 | $17,272+138.5% | $14,255+189.0% | $12,624+226.3% |