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 | $134,928 | $157,256-14.2% | $141,162-4.4% | $152,861-11.7% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 28.06% | 64.32%-36.3pp | 71.39%-43.3pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,923 | $5,261-44.4% | $4,735-38.3% | $4,762-38.6% |
| Participant deferral / active EE | $8,721 | $7,109+22.7% | $6,709+30.0% | $5,850+49.1% |
| Admin fee / account holder | $6,742 | $12,120-44.4% | $10,261-34.3% | $11,596-41.9% |