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 | $97,636 | $157,256-37.9% | $141,162-30.8% | $152,861-36.1% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 26.94% | 64.32%-37.4pp | 71.39%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,964 | $5,261-43.7% | $4,735-37.4% | $4,762-37.8% |
| Participant deferral / active EE | $7,584 | $7,109+6.7% | $6,709+13.0% | $5,850+29.6% |
| Admin fee / account holder | $701 | $12,120-94.2% | $10,261-93.2% | $11,596-94.0% |