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 | $133,421 | $157,256-15.2% | $141,162-5.5% | $152,861-12.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 23.24% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $4,438 | $5,261-15.6% | $4,735-6.3% | $4,762-6.8% |
| Participant deferral / active EE | $8,136 | $7,109+14.4% | $6,709+21.3% | $5,850+39.1% |
| Admin fee / account holder | $6,372 | $12,120-47.4% | $10,261-37.9% | $11,596-45.1% |