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 | $146,533 | $165,984-11.7% | $164,813-11.1% | $145,922+0.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.84% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,902 | $5,273-45.0% | $4,341-33.1% | $4,660-37.7% |
| Participant deferral / active EE | $9,589 | $6,959+37.8% | $6,031+59.0% | $6,688+43.4% |
| Admin fee / account holder | $3,109 | $16,648-81.3% | $12,690-75.5% | $13,397-76.8% |