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 | $120,471 | $159,901-24.7% | $146,958-18.0% | $145,922-17.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.80% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,099 | $5,286-41.4% | $4,933-37.2% | $4,660-33.5% |
| Participant deferral / active EE | $9,669 | $8,428+14.7% | $8,070+19.8% | $6,688+44.6% |
| Admin fee / account holder | $1,025 | $15,044-93.2% | $12,998-92.1% | $13,397-92.3% |