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 | $130,652 | $159,934-18.3% | $147,005-11.1% | $145,959-10.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.64% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $13,366 | $5,287+152.8% | $4,934+170.9% | $4,661+186.8% |
| Participant deferral / active EE | $22,143 | $8,427+162.8% | $8,070+174.4% | $6,689+231.1% |
| Admin fee / account holder | $3,299 | $15,053-78.1% | $13,006-74.6% | $13,398-75.4% |