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 | $135,656 | $159,901-15.2% | $146,958-7.7% | $145,922-7.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 18.23% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,453 | $5,286-34.7% | $4,933-30.0% | $4,660-25.9% |
| Participant deferral / active EE | $6,311 | $8,428-25.1% | $8,070-21.8% | $6,688-5.6% |
| Admin fee / account holder | $620 | $15,044-95.9% | $12,998-95.2% | $13,397-95.4% |