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 | $145,962 | $157,256-7.2% | $141,162+3.4% | $152,861-4.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 25.71% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,971 | $5,261-62.5% | $4,735-58.4% | $4,762-58.6% |
| Participant deferral / active EE | $8,813 | $7,109+24.0% | $6,709+31.4% | $5,850+50.6% |
| Admin fee / account holder | $1,798 | $12,120-85.2% | $10,261-82.5% | $11,596-84.5% |