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 | $137,892 | $157,256-12.3% | $141,162-2.3% | $152,861-9.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.86% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,347 | $5,261-55.4% | $4,735-50.4% | $4,762-50.7% |
| Participant deferral / active EE | $6,219 | $7,109-12.5% | $6,709-7.3% | $5,850+6.3% |
| Admin fee / account holder | $24,165 | $12,120+99.4% | $10,261+135.5% | $11,596+108.4% |