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 | $141,519 | $159,901-11.5% | $146,958-3.7% | $145,922-3.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 14.74% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,130 | $5,286-78.6% | $4,933-77.1% | $4,660-75.7% |
| Participant deferral / active EE | $3,415 | $8,428-59.5% | $8,070-57.7% | $6,688-48.9% |
| Admin fee / account holder | $2,376 | $15,044-84.2% | $12,998-81.7% | $13,397-82.3% |