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 | $172,439 | $183,592-6.1% | $155,567+10.8% | $145,959+18.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.83% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,896 | $5,315-45.5% | $4,674-38.0% | $4,661-37.9% |
| Participant deferral / active EE | $4,342 | $6,464-32.8% | $5,628-22.8% | $6,689-35.1% |
| Admin fee / account holder | $793 | $19,318-95.9% | $15,916-95.0% | $13,398-94.1% |