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 | $175,332 | $183,963-4.7% | $162,163+8.1% | $152,861+14.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 30.69% | 150.76%-120.1pp | 115.59%-84.9pp | 345.32%-314.6pp |
| Employer contribution / active EE | $3,821 | $6,371-40.0% | $5,614-31.9% | $4,762-19.8% |
| Participant deferral / active EE | $5,164 | $8,034-35.7% | $7,298-29.2% | $5,850-11.7% |
| Admin fee / account holder | $3,671 | $13,121-72.0% | $10,843-66.1% | $11,596-68.3% |