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 | $135,844 | $183,963-26.2% | $162,163-16.2% | $152,861-11.1% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 28.44% | 150.76%-122.3pp | 115.59%-87.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $4,282 | $6,371-32.8% | $5,614-23.7% | $4,762-10.1% |
| Participant deferral / active EE | $14,349 | $8,034+78.6% | $7,298+96.6% | $5,850+145.3% |
| Admin fee / account holder | $373 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |