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 | $118,404 | $150,187-21.2% | $120,354-1.6% | $145,922-18.9% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 10.83% | 154.07%-143.2pp | 107.15%-96.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,530 | $4,348+27.2% | $3,463+59.7% | $4,660+18.7% |
| Participant deferral / active EE | $5,539 | $6,173-10.3% | $4,991+11.0% | $6,688-17.2% |
| Admin fee / account holder | $35,265 | $12,207+188.9% | $9,423+274.2% | $13,397+163.2% |