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 | $167,027 | $157,256+6.2% | $141,162+18.3% | $152,861+9.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 16.24% | 64.32%-48.1pp | 71.39%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,511 | $5,261-33.3% | $4,735-25.9% | $4,762-26.3% |
| Participant deferral / active EE | $6,806 | $7,109-4.3% | $6,709+1.4% | $5,850+16.3% |
| Admin fee / account holder | $10,593 | $12,120-12.6% | $10,261+3.2% | $11,596-8.7% |