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 | $132,932 | $157,256-15.5% | $141,162-5.8% | $152,861-13.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 16.89% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,785 | $5,261-66.1% | $4,735-62.3% | $4,762-62.5% |
| Participant deferral / active EE | $3,662 | $7,109-48.5% | $6,709-45.4% | $5,850-37.4% |
| Admin fee / account holder | $6,573 | $12,120-45.8% | $10,261-35.9% | $11,596-43.3% |