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 | $131,782 | $126,574+4.1% | $106,213+24.1% | $145,922-9.7% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 15.41% | 224.79%-209.4pp | 116.14%-100.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,127 | $3,730-16.2% | $3,171-1.4% | $4,660-32.9% |
| Participant deferral / active EE | $6,885 | $5,724+20.3% | $5,016+37.3% | $6,688+2.9% |
| Admin fee / account holder | $40,529 | $17,304+134.2% | $11,033+267.3% | $13,397+202.5% |