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 | $138,445 | $112,096+23.5% | $95,952+44.3% | $158,922-12.9% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 13.52% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,035 | $3,198-67.6% | $2,541-59.3% | $4,761-78.3% |
| Participant deferral / active EE | $4,169 | $4,784-12.9% | $4,1670% | $5,982-30.3% |
| Admin fee / account holder | $16,874 | $10,130+66.6% | $6,795+148.3% | $11,246+50.1% |