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 | $177,365 | $183,519-3.4% | $155,509+14.1% | $145,922+21.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.45% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,242 | $5,313-20.2% | $4,672-9.2% | $4,660-9.0% |
| Participant deferral / active EE | $18,435 | $6,462+185.3% | $5,626+227.7% | $6,688+175.7% |
| Admin fee / account holder | $2,461 | $19,313-87.3% | $15,912-84.5% | $13,397-81.6% |