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 | $177,816 | $183,592-3.1% | $155,567+14.3% | $145,959+21.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.76% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,440 | $5,315-54.1% | $4,674-47.8% | $4,661-47.6% |
| Participant deferral / active EE | $5,152 | $6,464-20.3% | $5,628-8.5% | $6,689-23.0% |
| Admin fee / account holder | $1,523 | $19,318-92.1% | $15,916-90.4% | $13,398-88.6% |