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 | $132,841 | $157,256-15.5% | $141,162-5.9% | $152,861-13.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 20.07% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,874 | $5,261-45.4% | $4,735-39.3% | $4,762-39.6% |
| Participant deferral / active EE | $5,811 | $7,109-18.3% | $6,709-13.4% | $5,850-0.7% |
| Admin fee / account holder | $2,408 | $12,120-80.1% | $10,261-76.5% | $11,596-79.2% |