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 | $145,662 | $138,065+5.5% | $123,544+17.9% | $135,375+7.6% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -7.59% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,054 | $5,151-1.9% | $4,628+9.2% | $4,779+5.8% |
| Participant deferral / active EE | $11,619 | $6,799+70.9% | $6,426+80.8% | $5,609+107.2% |
| Admin fee / account holder | $3,599 | $10,916-67.0% | $9,284-61.2% | $10,827-66.8% |