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 | $218,361 | $135,952+60.6% | $123,892+76.3% | $273,961-20.3% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 7.60% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,660 | $5,170-48.6% | $4,617-42.4% | $4,869-45.4% |
| Participant deferral / active EE | $7,193 | $6,343+13.4% | $5,984+20.2% | $5,287+36.0% |
| Admin fee / account holder | $37,846 | $9,817+285.5% | $8,357+352.9% | $10,132+273.5% |