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 | $156,364 | $197,825-21.0% | $155,790+0.4% | $125,391+24.7% |
| Participation rate | 95.5% | 82.1%+13.4pp | 76.1%+19.4pp | 83.2%+12.3pp |
| Annual return | 1.16% | 86.74%-85.6pp | 71.54%-70.4pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,177 | $4,847-55.1% | $3,836-43.2% | $4,866-55.3% |
| Participant deferral / active EE | $11,895 | $5,630+111.3% | $4,797+148.0% | $5,352+122.3% |
| Admin fee / account holder | $2,683 | $9,545-71.9% | $7,478-64.1% | $9,540-71.9% |