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 | $139,351 | $148,534-6.2% | $135,903+2.5% | $139,434-0.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.51% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $11,856 | $5,243+126.1% | $4,856+144.1% | $4,751+149.5% |
| Participant deferral / active EE | $8,278 | $8,100+2.2% | $7,758+6.7% | $6,710+23.4% |
| Admin fee / account holder | $6,098 | $12,400-50.8% | $10,762-43.3% | $11,403-46.5% |