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 | $147,294 | $209,411-29.7% | $178,490-17.5% | $158,922-7.3% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 11.54% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,564 | $5,706-37.5% | $5,011-28.9% | $4,761-25.1% |
| Participant deferral / active EE | $6,581 | $5,954+10.5% | $5,202+26.5% | $5,982+10.0% |
| Admin fee / account holder | $2,012 | $17,074-88.2% | $13,984-85.6% | $11,246-82.1% |