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 | $180,676 | $183,519-1.5% | $155,509+16.2% | $145,922+23.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.77% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,197 | $5,313-39.8% | $4,672-31.6% | $4,660-31.4% |
| Participant deferral / active EE | $8,327 | $6,462+28.9% | $5,626+48.0% | $6,688+24.5% |
| Admin fee / account holder | $772 | $19,313-96.0% | $15,912-95.1% | $13,397-94.2% |