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 | $201,272 | $157,256+28.0% | $141,162+42.6% | $152,861+31.7% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 17.75% | 64.32%-46.6pp | 71.39%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,751 | $5,261-9.7% | $4,735+0.3% | $4,762-0.2% |
| Participant deferral / active EE | $6,872 | $7,109-3.3% | $6,709+2.4% | $5,850+17.5% |
| Admin fee / account holder | $49,115 | $12,120+305.2% | $10,261+378.6% | $11,596+323.5% |