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 | $122,568 | $159,901-23.3% | $146,958-16.6% | $145,922-16.0% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 18.21% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,994 | $5,286-43.4% | $4,933-39.3% | $4,660-35.7% |
| Participant deferral / active EE | $7,891 | $8,428-6.4% | $8,070-2.2% | $6,688+18.0% |
| Admin fee / account holder | $4,831 | $15,044-67.9% | $12,998-62.8% | $13,397-63.9% |