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 | $154,718 | $183,963-15.9% | $162,163-4.6% | $152,861+1.2% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.6%-10.3pp | 82.4%-5.2pp |
| Annual return | 24.74% | 150.76%-126.0pp | 115.59%-90.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,217 | $6,371-65.2% | $5,614-60.5% | $4,762-53.4% |
| Participant deferral / active EE | $5,634 | $8,034-29.9% | $7,298-22.8% | $5,850-3.7% |
| Admin fee / account holder | $6,663 | $13,121-49.2% | $10,843-38.5% | $11,596-42.5% |