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 | $142,324 | $152,587-6.7% | $125,175+13.7% | $152,861-6.9% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 14.94% | 54.84%-39.9pp | 43.79%-28.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $10,556 | $4,946+113.4% | $3,865+173.1% | $4,762+121.6% |
| Participant deferral / active EE | $3,020 | $5,868-48.5% | $4,937-38.8% | $5,850-48.4% |
| Admin fee / account holder | $3,418 | $13,434-74.6% | $9,702-64.8% | $11,596-70.5% |