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 | $109,789 | $198,466-44.7% | $170,442-35.6% | $147,584-25.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.14% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,475 | $6,184-43.8% | $5,433-36.0% | $4,876-28.7% |
| Participant deferral / active EE | $6,410 | $5,629+13.9% | $4,939+29.8% | $5,439+17.9% |
| Admin fee / account holder | $13,384 | $16,852-20.6% | $13,880-3.6% | $10,885+23.0% |