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 | $142,311 | $157,256-9.5% | $141,162+0.8% | $152,861-6.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 24.57% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,970 | $5,261-24.5% | $4,735-16.2% | $4,762-16.6% |
| Participant deferral / active EE | $6,391 | $7,109-10.1% | $6,709-4.7% | $5,850+9.2% |
| Admin fee / account holder | $732 | $12,120-94.0% | $10,261-92.9% | $11,596-93.7% |