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 | $122,632 | $157,256-22.0% | $141,162-13.1% | $152,861-19.8% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 19.75% | 64.32%-44.6pp | 71.39%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,976 | $5,261-24.4% | $4,735-16.0% | $4,762-16.5% |
| Participant deferral / active EE | $8,953 | $7,109+25.9% | $6,709+33.5% | $5,850+53.0% |
| Admin fee / account holder | $66,500 | $12,120+448.7% | $10,261+548.1% | $11,596+473.5% |