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 | $161,592 | $209,411-22.8% | $178,490-9.5% | $158,922+1.7% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 11.02% | 188.75%-177.7pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,791 | $5,706-51.1% | $5,011-44.3% | $4,761-41.4% |
| Participant deferral / active EE | $4,268 | $5,954-28.3% | $5,202-18.0% | $5,982-28.7% |
| Admin fee / account holder | $10,679 | $17,074-37.5% | $13,984-23.6% | $11,246-5.0% |