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 | $157,461 | $117,841+33.6% | $102,423+53.7% | $145,922+7.9% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 16.10% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,186 | $3,615-39.5% | $3,023-27.7% | $4,660-53.1% |
| Participant deferral / active EE | $4,049 | $5,731-29.3% | $5,053-19.9% | $6,688-39.5% |
| Admin fee / account holder | $56,667 | $13,326+325.2% | $9,451+499.6% | $13,397+323.0% |