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 | $139,173 | $157,256-11.5% | $141,162-1.4% | $152,861-9.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 23.08% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,722 | $5,261-48.3% | $4,735-42.5% | $4,762-42.8% |
| Participant deferral / active EE | $6,959 | $7,109-2.1% | $6,709+3.7% | $5,850+18.9% |
| Admin fee / account holder | $608 | $12,120-95.0% | $10,261-94.1% | $11,596-94.8% |