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 | $184,116 | $175,202+5.1% | $149,673+23.0% | $139,434+32.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 15.55% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,848 | $5,474-66.3% | $4,818-61.7% | $4,751-61.1% |
| Participant deferral / active EE | $4,971 | $6,519-23.7% | $5,680-12.5% | $6,710-25.9% |
| Admin fee / account holder | $9,064 | $16,150-43.9% | $13,210-31.4% | $11,403-20.5% |