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 | $205,436 | $226,064-9.1% | $182,532+12.5% | $152,861+34.4% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 24.86% | 192.51%-167.6pp | 148.54%-123.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $596 | $4,978-88.0% | $4,076-85.4% | $4,762-87.5% |
| Participant deferral / active EE | $5,326 | $6,368-16.4% | $5,524-3.6% | $5,850-9.0% |
| Admin fee / account holder | $9,114 | $10,703-14.8% | $8,592+6.1% | $11,596-21.4% |