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 | $169,923 | $165,984+2.4% | $164,813+3.1% | $145,922+16.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 22.35% | 100.03%-77.7pp | 69.93%-47.6pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,285 | $5,273-56.7% | $4,341-47.4% | $4,660-51.0% |
| Participant deferral / active EE | $4,826 | $6,959-30.7% | $6,031-20.0% | $6,688-27.8% |
| Admin fee / account holder | $1,046 | $16,648-93.7% | $12,690-91.8% | $13,397-92.2% |