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 | $137,348 | $126,574+8.5% | $106,213+29.3% | $145,922-5.9% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 21.68% | 224.79%-203.1pp | 116.14%-94.5pp | 561.29%-539.6pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,583 | $5,724-54.9% | $5,016-48.5% | $6,688-61.4% |
| Admin fee / account holder | $429 | $17,304-97.5% | $11,033-96.1% | $13,397-96.8% |