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 | $137,087 | $157,256-12.8% | $141,162-2.9% | $152,861-10.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 23.18% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,175 | $5,261-1.6% | $4,735+9.3% | $4,762+8.7% |
| Participant deferral / active EE | $8,400 | $7,109+18.1% | $6,709+25.2% | $5,850+43.6% |
| Admin fee / account holder | $531 | $12,120-95.6% | $10,261-94.8% | $11,596-95.4% |