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 | $152,512 | $152,5870% | $125,175+21.8% | $152,861-0.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.89% | 54.84%-33.9pp | 43.79%-22.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $5,384 | $4,946+8.9% | $3,865+39.3% | $4,762+13.1% |
| Participant deferral / active EE | $3,891 | $5,868-33.7% | $4,937-21.2% | $5,850-33.5% |
| Admin fee / account holder | $7,481 | $13,434-44.3% | $9,702-22.9% | $11,596-35.5% |