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 | $126,662 | $112,096+13.0% | $95,952+32.0% | $158,922-20.3% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 14.62% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,068 | $3,198-66.6% | $2,541-58.0% | $4,761-77.6% |
| Participant deferral / active EE | $2,012 | $4,784-57.9% | $4,167-51.7% | $5,982-66.4% |
| Admin fee / account holder | $25,554 | $10,130+152.3% | $6,795+276.1% | $11,246+127.2% |