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 | $134,676 | $131,829+2.2% | $108,579+24.0% | $273,961-50.8% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 51.13% | -91.57%+142.7pp | -51.70%+102.8pp | 41.45%+9.7pp |
| Employer contribution / active EE | $2,142 | $4,912-56.4% | $3,758-43.0% | $4,869-56.0% |
| Participant deferral / active EE | $4,057 | $5,127-20.9% | $4,311-5.9% | $5,287-23.3% |
| Admin fee / account holder | $657 | $10,252-93.6% | $7,645-91.4% | $10,132-93.5% |