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 | $191,660 | $239,571-20.0% | $183,328+4.5% | $137,256+39.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 80.0%+7.5pp |
| Annual return | 12.86% | 35.69%-22.8pp | 29.67%-16.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,238 | $6,148-63.6% | $5,055-55.7% | $4,156-46.2% |
| Participant deferral / active EE | $2,610 | $7,995-67.4% | $6,795-61.6% | $6,407-59.3% |
| Admin fee / account holder | $114,905 | $30,059+282.3% | $21,427+436.3% | $12,270+836.5% |