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 | $98,344 | $157,256-37.5% | $141,162-30.3% | $152,861-35.7% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 23.19% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,441 | $5,261-53.6% | $4,735-48.4% | $4,762-48.7% |
| Participant deferral / active EE | $6,916 | $7,109-2.7% | $6,709+3.1% | $5,850+18.2% |
| Admin fee / account holder | $19,128 | $12,120+57.8% | $10,261+86.4% | $11,596+64.9% |