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 | $129,152 | $157,256-17.9% | $141,162-8.5% | $152,861-15.5% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 24.07% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,824 | $5,261-27.3% | $4,735-19.2% | $4,762-19.7% |
| Participant deferral / active EE | $8,129 | $7,109+14.3% | $6,709+21.2% | $5,850+39.0% |
| Admin fee / account holder | $835 | $12,120-93.1% | $10,261-91.9% | $11,596-92.8% |