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 | $181,974 | $180,449+0.8% | $154,107+18.1% | $135,375+34.4% |
| Participation rate | 81.0% | 87.4%-6.5pp | 83.0%-2.1pp | 82.6%-1.7pp |
| Annual return | -3.49% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,301 | $6,035-61.9% | $5,298-56.6% | $4,779-51.9% |
| Participant deferral / active EE | $4,552 | $5,806-21.6% | $5,081-10.4% | $5,609-18.8% |
| Admin fee / account holder | $4,429 | $16,143-72.6% | $13,411-67.0% | $10,827-59.1% |