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 | $119,619 | $148,534-19.5% | $135,903-12.0% | $139,434-14.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.52% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,971 | $5,243-43.3% | $4,856-38.8% | $4,751-37.5% |
| Participant deferral / active EE | $5,461 | $8,100-32.6% | $7,758-29.6% | $6,710-18.6% |
| Admin fee / account holder | $1,087 | $12,400-91.2% | $10,762-89.9% | $11,403-90.5% |