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 | $171,104 | $217,402-21.3% | $185,823-7.9% | $167,490+2.2% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 12.04% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $19,610 | $5,873+233.9% | $5,167+279.5% | $4,837+305.4% |
| Participant deferral / active EE | $2,562 | $6,356-59.7% | $5,568-54.0% | $6,341-59.6% |
| Admin fee / account holder | $118,101 | $19,811+496.1% | $16,237+627.3% | $12,309+859.5% |