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 | $163,762 | $175,202-6.5% | $149,673+9.4% | $139,434+17.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10.96% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,381 | $5,474-56.5% | $4,818-50.6% | $4,751-49.9% |
| Participant deferral / active EE | $6,415 | $6,519-1.6% | $5,680+12.9% | $6,710-4.4% |
| Admin fee / account holder | $760 | $16,150-95.3% | $13,210-94.2% | $11,403-93.3% |