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 | $122,713 | $138,065-11.1% | $123,544-0.7% | $135,375-9.4% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | 4.94% | 153.68%-148.7pp | 119.20%-114.3pp | 519.73%-514.8pp |
| Employer contribution / active EE | $3,369 | $5,151-34.6% | $4,628-27.2% | $4,779-29.5% |
| Participant deferral / active EE | $5,991 | $6,799-11.9% | $6,426-6.8% | $5,609+6.8% |
| Admin fee / account holder | $1,823 | $10,916-83.3% | $9,284-80.4% | $10,827-83.2% |