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 | $132,887 | $111,535+19.1% | $105,223+26.3% | $137,256-3.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 19.00% | 237.85%-218.9pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,969 | $3,939-50.0% | $3,689-46.6% | $4,156-52.6% |
| Participant deferral / active EE | $4,474 | $5,500-18.6% | $5,072-11.8% | $6,407-30.2% |
| Admin fee / account holder | $861 | $9,721-91.1% | $8,859-90.3% | $12,270-93.0% |