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 | $119,130 | $98,750+20.6% | $149,696-20.4% | $79,858+49.2% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,662 | $3,216-48.3% | $4,644-64.2% | $2,471-32.7% |
| Participant deferral / active EE | $5,355 | $5,680-5.7% | $6,842-21.7% | $3,740+43.2% |
| Admin fee / account holder | $26,300 | $6,053+334.5% | $9,309+182.5% | $5,306+395.6% |