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 | $164,220 | $121,625+35.0% | $104,607+57.0% | $158,922+3.3% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 25.84% | 465.26%-439.4pp | 340.46%-314.6pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,325 | $3,163-26.5% | $2,681-13.3% | $4,761-51.2% |
| Participant deferral / active EE | $4,075 | $4,177-2.5% | $3,740+9.0% | $5,982-31.9% |
| Admin fee / account holder | $26,155 | $7,787+235.9% | $6,473+304.1% | $11,246+132.6% |