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 | $163,573 | $183,519-10.9% | $155,509+5.2% | $145,922+12.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 22.93% | 61.17%-38.2pp | 64.67%-41.7pp | 561.29%-538.4pp |
| Employer contribution / active EE | $4,163 | $5,313-21.6% | $4,672-10.9% | $4,660-10.6% |
| Participant deferral / active EE | $6,781 | $6,462+4.9% | $5,626+20.5% | $6,688+1.4% |
| Admin fee / account holder | $13,802 | $19,313-28.5% | $15,912-13.3% | $13,397+3.0% |