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 | $131,032 | $183,519-28.6% | $155,509-15.7% | $145,922-10.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 23.69% | 61.17%-37.5pp | 64.67%-41.0pp | 561.29%-537.6pp |
| Employer contribution / active EE | $1,935 | $5,313-63.6% | $4,672-58.6% | $4,660-58.5% |
| Participant deferral / active EE | $4,741 | $6,462-26.6% | $5,626-15.7% | $6,688-29.1% |
| Admin fee / account holder | $955 | $19,313-95.1% | $15,912-94.0% | $13,397-92.9% |