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 | $141,135 | $209,336-32.6% | $197,124-28.4% | $137,256+2.8% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 12.69% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,720 | $9,614+21.9% | $9,135+28.3% | $6,407+82.9% |
| Admin fee / account holder | $59,200 | $17,308+242.0% | $16,298+263.2% | $12,270+382.5% |