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 | $138,529 | $157,256-11.9% | $141,162-1.9% | $152,861-9.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 24.73% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $11,111 | $5,261+111.2% | $4,735+134.7% | $4,762+133.3% |
| Participant deferral / active EE | $2,577 | $7,109-63.8% | $6,709-61.6% | $5,850-56.0% |
| Admin fee / account holder | $3,226 | $12,120-73.4% | $10,261-68.6% | $11,596-72.2% |