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 | $119,961 | $118,680+1.1% | $98,907+21.3% | $158,922-24.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 25.31% | 372.35%-347.0pp | 196.43%-171.1pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,642 | $3,333-20.7% | $2,689-1.8% | $4,761-44.5% |
| Participant deferral / active EE | $8,160 | $5,088+60.4% | $4,244+92.3% | $5,982+36.4% |
| Admin fee / account holder | $1,921 | $10,131-81.0% | $6,642-71.1% | $11,246-82.9% |