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 | $138,925 | $157,256-11.7% | $141,162-1.6% | $152,861-9.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 17.34% | 64.32%-47.0pp | 71.39%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,449 | $5,261-53.4% | $4,735-48.3% | $4,762-48.6% |
| Participant deferral / active EE | $7,735 | $7,109+8.8% | $6,709+15.3% | $5,850+32.2% |
| Admin fee / account holder | $4,955 | $12,120-59.1% | $10,261-51.7% | $11,596-57.3% |