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 | $162,668 | $159,901+1.7% | $146,958+10.7% | $145,922+11.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 22.13% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,076 | $5,286-60.7% | $4,933-57.9% | $4,660-55.4% |
| Participant deferral / active EE | $5,568 | $8,428-33.9% | $8,070-31.0% | $6,688-16.7% |
| Admin fee / account holder | $2,184 | $15,044-85.5% | $12,998-83.2% | $13,397-83.7% |