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 | $174,781 | $105,126+66.3% | $94,646+84.7% | $139,434+25.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 24.46% | 38.03%-13.6pp | 156.71%-132.2pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,134 | $4,106-23.7% | $3,672-14.7% | $4,751-34.0% |
| Participant deferral / active EE | $13,409 | $7,599+76.4% | $7,418+80.8% | $6,710+99.8% |
| Admin fee / account holder | $904 | $8,984-89.9% | $7,231-87.5% | $11,403-92.1% |