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 | $138,278 | $157,256-12.1% | $141,162-2.0% | $152,861-9.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 18.92% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $4,077 | $5,261-22.5% | $4,735-13.9% | $4,762-14.4% |
| Participant deferral / active EE | $8,827 | $7,109+24.2% | $6,709+31.6% | $5,850+50.9% |
| Admin fee / account holder | $4,513 | $12,120-62.8% | $10,261-56.0% | $11,596-61.1% |