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 | $163,365 | $175,202-6.8% | $149,673+9.1% | $139,434+17.2% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 14.72% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,151 | $5,474-60.7% | $4,818-55.4% | $4,751-54.7% |
| Participant deferral / active EE | $7,357 | $6,519+12.9% | $5,680+29.5% | $6,710+9.6% |
| Admin fee / account holder | $5,369 | $16,150-66.8% | $13,210-59.4% | $11,403-52.9% |