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 | $133,421 | $157,256-15.2% | $141,162-5.5% | $152,861-12.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 20.92% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $11,114 | $5,261+111.3% | $4,735+134.7% | $4,762+133.4% |
| Participant deferral / active EE | $8,360 | $7,109+17.6% | $6,709+24.6% | $5,850+42.9% |
| Admin fee / account holder | $30,081 | $12,120+148.2% | $10,261+193.2% | $11,596+159.4% |