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 | $184,150 | $159,901+15.2% | $146,958+25.3% | $145,922+26.2% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 24.75% | 98.13%-73.4pp | 418.34%-393.6pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,553 | $5,286-32.8% | $4,933-28.0% | $4,660-23.8% |
| Participant deferral / active EE | $6,248 | $8,428-25.9% | $8,070-22.6% | $6,688-6.6% |
| Admin fee / account holder | $13,866 | $15,044-7.8% | $12,998+6.7% | $13,397+3.5% |