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 | $215,874 | $115,882+86.3% | $100,516+114.8% | $158,922+35.8% |
| Participation rate | 89.5% | 81.6%+7.9pp | 79.4%+10.1pp | 82.0%+7.5pp |
| Annual return | 18.19% | 34.79%-16.6pp | 30.89%-12.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,827 | $4,103-55.5% | $3,418-46.5% | $4,761-61.6% |
| Participant deferral / active EE | $5,036 | $6,674-24.5% | $6,270-19.7% | $5,982-15.8% |
| Admin fee / account holder | $63,025 | $10,995+473.2% | $8,081+679.9% | $11,246+460.4% |