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 | $171,717 | $198,466-13.5% | $170,442+0.7% | $147,584+16.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 25.84% | 257.29%-231.5pp | 205.93%-180.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $3,188 | $6,184-48.4% | $5,433-41.3% | $4,876-34.6% |
| Participant deferral / active EE | $3,279 | $5,629-41.8% | $4,939-33.6% | $5,439-39.7% |
| Admin fee / account holder | $1,621 | $16,852-90.4% | $13,880-88.3% | $10,885-85.1% |