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 | $151,918 | $183,519-17.2% | $155,509-2.3% | $145,922+4.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.54% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $4,051 | $5,313-23.8% | $4,672-13.3% | $4,660-13.1% |
| Participant deferral / active EE | $4,816 | $6,462-25.5% | $5,626-14.4% | $6,688-28.0% |
| Admin fee / account holder | $1,696 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |