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 | $120,467 | $157,256-23.4% | $141,162-14.7% | $152,861-21.2% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 18.36% | 64.32%-46.0pp | 71.39%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,066 | $5,261-41.7% | $4,735-35.2% | $4,762-35.6% |
| Participant deferral / active EE | $7,070 | $7,109-0.6% | $6,709+5.4% | $5,850+20.8% |
| Admin fee / account holder | $43,752 | $12,120+261.0% | $10,261+326.4% | $11,596+277.3% |