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 | $182,933 | $157,256+16.3% | $141,162+29.6% | $152,861+19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.81% | 64.32%-33.5pp | 71.39%-40.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $3,662 | $5,261-30.4% | $4,735-22.7% | $4,762-23.1% |
| Participant deferral / active EE | $5,684 | $7,109-20.1% | $6,709-15.3% | $5,850-2.8% |
| Admin fee / account holder | $1,258 | $12,120-89.6% | $10,261-87.7% | $11,596-89.1% |