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 | $147,992 | $183,592-19.4% | $155,567-4.9% | $145,959+1.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.97% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,645 | $5,315-69.0% | $4,674-64.8% | $4,661-64.7% |
| Participant deferral / active EE | $8,229 | $6,464+27.3% | $5,628+46.2% | $6,689+23.0% |
| Admin fee / account holder | $842 | $19,318-95.6% | $15,916-94.7% | $13,398-93.7% |