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 | $190,657 | $217,402-12.3% | $185,823+2.6% | $167,490+13.8% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 16.84% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,489 | $5,873-74.7% | $5,167-71.2% | $4,837-69.2% |
| Participant deferral / active EE | $7,231 | $6,356+13.8% | $5,568+29.9% | $6,341+14.0% |
| Admin fee / account holder | $1,554 | $19,811-92.2% | $16,237-90.4% | $12,309-87.4% |