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 | $164,407 | $183,963-10.6% | $162,163+1.4% | $152,861+7.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 17.12% | 150.76%-133.6pp | 115.59%-98.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,742 | $6,371-57.0% | $5,614-51.2% | $4,762-42.4% |
| Participant deferral / active EE | $4,618 | $8,034-42.5% | $7,298-36.7% | $5,850-21.1% |
| Admin fee / account holder | $2,768 | $13,121-78.9% | $10,843-74.5% | $11,596-76.1% |