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 | $156,256 | $209,411-25.4% | $178,490-12.5% | $158,922-1.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 22.45% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $3,265 | $5,706-42.8% | $5,011-34.8% | $4,761-31.4% |
| Participant deferral / active EE | $6,462 | $5,954+8.5% | $5,202+24.2% | $5,982+8.0% |
| Admin fee / account holder | $3,007 | $17,074-82.4% | $13,984-78.5% | $11,246-73.3% |