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 | $135,214 | $159,901-15.4% | $146,958-8.0% | $145,922-7.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 12.07% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,493 | $5,286-52.8% | $4,933-49.5% | $4,660-46.5% |
| Participant deferral / active EE | $5,613 | $8,428-33.4% | $8,070-30.4% | $6,688-16.1% |
| Admin fee / account holder | $4,315 | $15,044-71.3% | $12,998-66.8% | $13,397-67.8% |