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 | $154,694 | $228,332-32.3% | $185,823-16.8% | $158,922-2.7% |
| Participation rate | 78.9% | 82.3%-3.4pp | 78.0%+0.9pp | 82.0%-3.0pp |
| Annual return | 14.20% | 40.80%-26.6pp | 35.95%-21.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,750 | $4,967-24.5% | $4,087-8.2% | $4,761-21.2% |
| Participant deferral / active EE | $9,388 | $6,415+46.4% | $5,632+66.7% | $5,982+56.9% |
| Admin fee / account holder | $2,652 | $11,864-77.6% | $9,500-72.1% | $11,246-76.4% |