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 | $144,655 | $183,519-21.2% | $155,509-7.0% | $145,922-0.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 8.95% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $10,559 | $5,313+98.8% | $4,672+126.0% | $4,660+126.6% |
| Participant deferral / active EE | $4,826 | $6,462-25.3% | $5,626-14.2% | $6,688-27.8% |
| Admin fee / account holder | $101,532 | $19,313+425.7% | $15,912+538.1% | $13,397+657.9% |