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 | $158,286 | $183,519-13.7% | $155,509+1.8% | $145,922+8.5% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 15.38% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,123 | $5,313-41.2% | $4,672-33.2% | $4,660-33.0% |
| Participant deferral / active EE | $6,693 | $6,462+3.6% | $5,626+19.0% | $6,688+0.1% |
| Admin fee / account holder | $3,186 | $19,313-83.5% | $15,912-80.0% | $13,397-76.2% |