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 | $133,802 | $126,574+5.7% | $106,213+26.0% | $145,922-8.3% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.1pp |
| Annual return | 10.53% | 224.79%-214.3pp | 116.14%-105.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,911 | $3,730-48.8% | $3,171-39.7% | $4,660-59.0% |
| Participant deferral / active EE | $4,701 | $5,724-17.9% | $5,016-6.3% | $6,688-29.7% |
| Admin fee / account holder | $2,326 | $17,304-86.6% | $11,033-78.9% | $13,397-82.6% |