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 | $117,592 | $157,256-25.2% | $141,162-16.7% | $152,861-23.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 25.12% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,458 | $5,261-15.3% | $4,735-5.9% | $4,762-6.4% |
| Participant deferral / active EE | $8,476 | $7,109+19.2% | $6,709+26.3% | $5,850+44.9% |
| Admin fee / account holder | $1,797 | $12,120-85.2% | $10,261-82.5% | $11,596-84.5% |