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 | $195,642 | $176,056+11.1% | $159,436+22.7% | $167,490+16.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.95% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,541 | $5,297-33.1% | $4,829-26.7% | $4,837-26.8% |
| Participant deferral / active EE | $12,877 | $7,750+66.2% | $7,352+75.1% | $6,341+103.1% |
| Admin fee / account holder | $116,693 | $12,554+829.5% | $10,799+980.6% | $12,309+848.0% |