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 | $137,318 | $157,256-12.7% | $141,162-2.7% | $152,861-10.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 28.46% | 64.32%-35.9pp | 71.39%-42.9pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,830 | $5,261-65.2% | $4,735-61.3% | $4,762-61.6% |
| Participant deferral / active EE | $5,264 | $7,109-26.0% | $6,709-21.5% | $5,850-10.0% |
| Admin fee / account holder | $1,054 | $12,120-91.3% | $10,261-89.7% | $11,596-90.9% |