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 | $162,294 | $183,519-11.6% | $155,509+4.4% | $145,922+11.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.37% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $6,945 | $5,313+30.7% | $4,672+48.6% | $4,660+49.1% |
| Participant deferral / active EE | $5,307 | $6,462-17.9% | $5,626-5.7% | $6,688-20.6% |
| Admin fee / account holder | $3,540 | $19,313-81.7% | $15,912-77.8% | $13,397-73.6% |