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 | $162,226 | $209,411-22.5% | $178,490-9.1% | $158,922+2.1% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 14.35% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $5,953 | $5,706+4.3% | $5,011+18.8% | $4,761+25.0% |
| Participant deferral / active EE | $2,475 | $5,954-58.4% | $5,202-52.4% | $5,982-58.6% |
| Admin fee / account holder | $2,024 | $17,074-88.1% | $13,984-85.5% | $11,246-82.0% |