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 | $136,925 | $157,256-12.9% | $141,162-3.0% | $152,861-10.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 19.06% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $10,839 | $5,261+106.0% | $4,735+128.9% | $4,762+127.6% |
| Participant deferral / active EE | $7,796 | $7,109+9.7% | $6,709+16.2% | $5,850+33.3% |
| Admin fee / account holder | $2,520 | $12,120-79.2% | $10,261-75.4% | $11,596-78.3% |