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 | $171,501 | $126,574+35.5% | $106,213+61.5% | $145,922+17.5% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 9.50% | 224.79%-215.3pp | 116.14%-106.6pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,836 | $3,730-24.0% | $3,171-10.6% | $4,660-39.1% |
| Participant deferral / active EE | $3,459 | $5,724-39.6% | $5,016-31.0% | $6,688-48.3% |
| Admin fee / account holder | $192,421 | $17,304+1012.0% | $11,033+1644.0% | $13,397+1336.3% |