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 | $208,377 | $197,591+5.5% | $177,821+17.2% | $158,922+31.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.33% | 58.76%-31.4pp | 48.32%-21.0pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,778 | $6,697-58.5% | $5,918-53.1% | $4,761-41.7% |
| Participant deferral / active EE | $6,069 | $8,405-27.8% | $7,714-21.3% | $5,982+1.5% |
| Admin fee / account holder | $10,732 | $15,399-30.3% | $12,427-13.6% | $11,246-4.6% |