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 | $158,833 | $160,055-0.8% | $140,016+13.4% | $135,375+17.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 7.91% | 911.38%-903.5pp | 651.12%-643.2pp | 519.73%-511.8pp |
| Employer contribution / active EE | $3,229 | $6,420-49.7% | $5,606-42.4% | $4,779-32.4% |
| Participant deferral / active EE | $10,784 | $7,642+41.1% | $6,927+55.7% | $5,609+92.3% |
| Admin fee / account holder | $8,349 | $13,328-37.4% | $10,705-22.0% | $10,827-22.9% |