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 | $143,451 | $133,922+7.1% | $116,228+23.4% | $142,382+0.8% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.6%+15.9pp | 80.1%+10.4pp |
| Annual return | 20.48% | 147.76%-127.3pp | 90.06%-69.6pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,534 | $3,446+2.6% | $2,994+18.0% | $4,299-17.8% |
| Participant deferral / active EE | $9,740 | $5,672+71.7% | $4,953+96.6% | $6,507+49.7% |
| Admin fee / account holder | $8,168 | $14,945-45.3% | $11,989-31.9% | $12,624-35.3% |