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 | $141,961 | $183,519-22.6% | $155,509-8.7% | $145,922-2.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 21.61% | 61.17%-39.6pp | 64.67%-43.1pp | 561.29%-539.7pp |
| Employer contribution / active EE | $5,686 | $5,313+7.0% | $4,672+21.7% | $4,660+22.0% |
| Participant deferral / active EE | $5,680 | $6,462-12.1% | $5,626+1.0% | $6,688-15.1% |
| Admin fee / account holder | $391 | $19,313-98.0% | $15,912-97.5% | $13,397-97.1% |