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 | $124,050 | $105,931+17.1% | $81,930+51.4% | $158,922-21.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 8.57% | 38.17%-29.6pp | 29.49%-20.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,189 | $7,800-71.9% | $4,310-49.2% | $4,761-54.0% |
| Participant deferral / active EE | $3,808 | $13,003-70.7% | $7,107-46.4% | $5,982-36.3% |
| Admin fee / account holder | $41,197 | $8,489+385.3% | $5,158+698.7% | $11,246+266.3% |