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 | $168,529 | $183,519-8.2% | $155,509+8.4% | $145,922+15.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 14.86% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,396 | $5,313-17.2% | $4,672-5.9% | $4,660-5.6% |
| Participant deferral / active EE | $3,485 | $6,462-46.1% | $5,626-38.1% | $6,688-47.9% |
| Admin fee / account holder | $1,768 | $19,313-90.8% | $15,912-88.9% | $13,397-86.8% |