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 | $168,296 | $198,466-15.2% | $170,442-1.3% | $147,584+14.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.19% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $13,265 | $6,184+114.5% | $5,433+144.2% | $4,876+172.0% |
| Participant deferral / active EE | $7,213 | $5,629+28.1% | $4,939+46.0% | $5,439+32.6% |
| Admin fee / account holder | $1,371 | $16,852-91.9% | $13,880-90.1% | $10,885-87.4% |