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 | $113,904 | $126,574-10.0% | $106,213+7.2% | $145,922-21.9% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 8.62% | 224.79%-216.2pp | 116.14%-107.5pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,869 | $3,730-49.9% | $3,171-41.1% | $4,660-59.9% |
| Participant deferral / active EE | $3,860 | $5,724-32.6% | $5,016-23.1% | $6,688-42.3% |
| Admin fee / account holder | $1,106 | $17,304-93.6% | $11,033-90.0% | $13,397-91.7% |