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 | $177,867 | $157,256+13.1% | $141,162+26.0% | $152,861+16.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 15.14% | 64.32%-49.2pp | 71.39%-56.2pp | 345.32%-330.2pp |
| Employer contribution / active EE | $3,199 | $5,261-39.2% | $4,735-32.4% | $4,762-32.8% |
| Participant deferral / active EE | $7,478 | $7,109+5.2% | $6,709+11.5% | $5,850+27.8% |
| Admin fee / account holder | $661 | $12,120-94.5% | $10,261-93.6% | $11,596-94.3% |