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 | $148,710 | $183,963-19.2% | $162,163-8.3% | $152,861-2.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 22.64% | 150.76%-128.1pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,899 | $6,371-38.8% | $5,614-30.5% | $4,762-18.1% |
| Participant deferral / active EE | $6,189 | $8,034-23.0% | $7,298-15.2% | $5,850+5.8% |
| Admin fee / account holder | $9,981 | $13,121-23.9% | $10,843-7.9% | $11,596-13.9% |