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 | $144,241 | $132,634+8.8% | $115,768+24.6% | $137,256+5.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 13.02% | 160.70%-147.7pp | 100.46%-87.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,353 | $3,360-59.7% | $2,940-54.0% | $4,156-67.4% |
| Participant deferral / active EE | $3,749 | $5,619-33.3% | $4,917-23.8% | $6,407-41.5% |
| Admin fee / account holder | $1,004 | $15,028-93.3% | $12,439-91.9% | $12,270-91.8% |