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 | $139,811 | $138,065+1.3% | $123,544+13.2% | $135,375+3.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -2.23% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,683 | $5,151-47.9% | $4,628-42.0% | $4,779-43.9% |
| Participant deferral / active EE | $9,786 | $6,799+43.9% | $6,426+52.3% | $5,609+74.5% |
| Admin fee / account holder | $1,414 | $10,916-87.0% | $9,284-84.8% | $10,827-86.9% |