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 | $139,473 | $157,256-11.3% | $141,162-1.2% | $152,861-8.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 24.51% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,306 | $5,261-18.1% | $4,735-9.1% | $4,762-9.6% |
| Participant deferral / active EE | $7,458 | $7,109+4.9% | $6,709+11.2% | $5,850+27.5% |
| Admin fee / account holder | $570 | $12,120-95.3% | $10,261-94.4% | $11,596-95.1% |