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 | $153,304 | $157,256-2.5% | $141,162+8.6% | $152,861+0.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 19.89% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,934 | $5,261-44.2% | $4,735-38.0% | $4,762-38.4% |
| Participant deferral / active EE | $6,060 | $7,109-14.8% | $6,709-9.7% | $5,850+3.6% |
| Admin fee / account holder | $636 | $12,120-94.8% | $10,261-93.8% | $11,596-94.5% |