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 | $153,277 | $198,466-22.8% | $170,442-10.1% | $147,584+3.9% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 20.51% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,896 | $6,184-69.3% | $5,433-65.1% | $4,876-61.1% |
| Participant deferral / active EE | $4,974 | $5,629-11.6% | $4,939+0.7% | $5,439-8.5% |
| Admin fee / account holder | $4,356 | $16,852-74.2% | $13,880-68.6% | $10,885-60.0% |