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 | $151,189 | $198,466-23.8% | $170,442-11.3% | $147,584+2.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.49% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,060 | $6,184-66.7% | $5,433-62.1% | $4,876-57.8% |
| Participant deferral / active EE | $5,714 | $5,629+1.5% | $4,939+15.7% | $5,439+5.1% |
| Admin fee / account holder | $1,423 | $16,852-91.6% | $13,880-89.7% | $10,885-86.9% |