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 | $150,559 | $165,984-9.3% | $164,813-8.6% | $145,922+3.2% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 13.21% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,777 | $5,273-47.3% | $4,341-36.0% | $4,660-40.4% |
| Participant deferral / active EE | $5,835 | $6,959-16.2% | $6,031-3.3% | $6,688-12.8% |
| Admin fee / account holder | $56,776 | $16,648+241.0% | $12,690+347.4% | $13,397+323.8% |