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 | $138,865 | $217,402-36.1% | $185,823-25.3% | $167,490-17.1% |
| Participation rate | 87.0% | 86.0%+0.9pp | 81.7%+5.3pp | 82.1%+4.9pp |
| Annual return | 14.00% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,079 | $5,873-64.6% | $5,167-59.8% | $4,837-57.0% |
| Participant deferral / active EE | $7,724 | $6,356+21.5% | $5,568+38.7% | $6,341+21.8% |
| Admin fee / account holder | $4,911 | $19,811-75.2% | $16,237-69.8% | $12,309-60.1% |