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 | $174,331 | $183,519-5.0% | $155,509+12.1% | $145,922+19.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 12.13% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,860 | $5,313-8.5% | $4,672+4.0% | $4,660+4.3% |
| Participant deferral / active EE | $7,866 | $6,462+21.7% | $5,626+39.8% | $6,688+17.6% |
| Admin fee / account holder | $1,692 | $19,313-91.2% | $15,912-89.4% | $13,397-87.4% |