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 | $187,845 | $180,449+4.1% | $154,107+21.9% | $135,375+38.8% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -5.86% | 888.09%-893.9pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,576 | $6,035-24.2% | $5,298-13.6% | $4,779-4.2% |
| Participant deferral / active EE | $6,386 | $5,806+10.0% | $5,081+25.7% | $5,609+13.9% |
| Admin fee / account holder | $1,674 | $16,143-89.6% | $13,411-87.5% | $10,827-84.5% |