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 | $125,673 | $183,519-31.5% | $155,509-19.2% | $145,922-13.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 19.79% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,149 | $5,313-78.4% | $4,672-75.4% | $4,660-75.4% |
| Participant deferral / active EE | $6,161 | $6,462-4.7% | $5,626+9.5% | $6,688-7.9% |
| Admin fee / account holder | $2,129 | $19,313-89.0% | $15,912-86.6% | $13,397-84.1% |