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 | $122,921 | $176,056-30.2% | $159,436-22.9% | $167,490-26.6% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 25.73% | 331.75%-306.0pp | 263.57%-237.8pp | 478.56%-452.8pp |
| Employer contribution / active EE | $2,590 | $5,297-51.1% | $4,829-46.4% | $4,837-46.5% |
| Participant deferral / active EE | $9,232 | $7,750+19.1% | $7,352+25.6% | $6,341+45.6% |
| Admin fee / account holder | $19,356 | $12,554+54.2% | $10,799+79.3% | $12,309+57.3% |