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 | $133,888 | $198,466-32.5% | $170,442-21.4% | $147,584-9.3% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 24.02% | 257.29%-233.3pp | 205.93%-181.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $3,146 | $6,184-49.1% | $5,433-42.1% | $4,876-35.5% |
| Participant deferral / active EE | $6,537 | $5,629+16.1% | $4,939+32.4% | $5,439+20.2% |
| Admin fee / account holder | $540 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |