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 | $136,015 | $159,901-14.9% | $146,958-7.4% | $145,922-6.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.50% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,577 | $5,286-51.3% | $4,933-47.8% | $4,660-44.7% |
| Participant deferral / active EE | $3,149 | $8,428-62.6% | $8,070-61.0% | $6,688-52.9% |
| Admin fee / account holder | $2,103 | $15,044-86.0% | $12,998-83.8% | $13,397-84.3% |