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 | $177,314 | $157,256+12.8% | $141,162+25.6% | $152,861+16.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 23.02% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,465 | $5,261-34.1% | $4,735-26.8% | $4,762-27.2% |
| Participant deferral / active EE | $8,102 | $7,109+14.0% | $6,709+20.8% | $5,850+38.5% |
| Admin fee / account holder | $805 | $12,120-93.4% | $10,261-92.2% | $11,596-93.1% |