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 | $104,860 | $157,256-33.3% | $141,162-25.7% | $152,861-31.4% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | 23.94% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $8,753 | $5,261+66.4% | $4,735+84.9% | $4,762+83.8% |
| Participant deferral / active EE | $6,695 | $7,109-5.8% | $6,709-0.2% | $5,850+14.4% |
| Admin fee / account holder | $3,673 | $12,120-69.7% | $10,261-64.2% | $11,596-68.3% |