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 | $198,461 | $226,064-12.2% | $182,532+8.7% | $152,861+29.8% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 28.09% | 192.51%-164.4pp | 148.54%-120.4pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,521 | $4,978-49.4% | $4,076-38.2% | $4,762-47.1% |
| Participant deferral / active EE | $8,104 | $6,368+27.3% | $5,524+46.7% | $5,850+38.5% |
| Admin fee / account holder | $848 | $10,703-92.1% | $8,592-90.1% | $11,596-92.7% |