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 | $166,412 | $183,963-9.5% | $162,163+2.6% | $152,861+8.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 15.71% | 150.76%-135.1pp | 115.59%-99.9pp | 345.32%-329.6pp |
| Employer contribution / active EE | $4,957 | $6,371-22.2% | $5,614-11.7% | $4,762+4.1% |
| Participant deferral / active EE | $6,420 | $8,034-20.1% | $7,298-12.0% | $5,850+9.7% |
| Admin fee / account holder | $3,701 | $13,121-71.8% | $10,843-65.9% | $11,596-68.1% |