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 | $119,184 | $157,256-24.2% | $141,162-15.6% | $152,861-22.0% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 24.13% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,964 | $5,261-5.6% | $4,735+4.8% | $4,762+4.2% |
| Participant deferral / active EE | $8,425 | $7,109+18.5% | $6,709+25.6% | $5,850+44.0% |
| Admin fee / account holder | $1,446 | $12,120-88.1% | $10,261-85.9% | $11,596-87.5% |