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 | $154,656 | $183,963-15.9% | $162,163-4.6% | $152,861+1.2% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 72.32% | 150.76%-78.4pp | 115.59%-43.3pp | 345.32%-273.0pp |
| Employer contribution / active EE | $2,497 | $6,371-60.8% | $5,614-55.5% | $4,762-47.6% |
| Participant deferral / active EE | $8,105 | $8,034+0.9% | $7,298+11.1% | $5,850+38.5% |
| Admin fee / account holder | $2,318 | $13,121-82.3% | $10,843-78.6% | $11,596-80.0% |