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 | $179,477 | $183,519-2.2% | $155,509+15.4% | $145,922+23.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.03% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,310 | $5,313-56.5% | $4,672-50.6% | $4,660-50.4% |
| Participant deferral / active EE | $7,731 | $6,462+19.6% | $5,626+37.4% | $6,688+15.6% |
| Admin fee / account holder | $1,804 | $19,313-90.7% | $15,912-88.7% | $13,397-86.5% |