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 | $153,869 | $157,256-2.2% | $141,162+9.0% | $152,861+0.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 16.70% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $4,519 | $5,261-14.1% | $4,735-4.6% | $4,762-5.1% |
| Participant deferral / active EE | $7,473 | $7,109+5.1% | $6,709+11.4% | $5,850+27.7% |
| Admin fee / account holder | $5,962 | $12,120-50.8% | $10,261-41.9% | $11,596-48.6% |