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 | $178,239 | $198,466-10.2% | $170,442+4.6% | $147,584+20.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.98% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,953 | $6,184-19.9% | $5,433-8.8% | $4,876+1.6% |
| Participant deferral / active EE | $3,132 | $5,629-44.4% | $4,939-36.6% | $5,439-42.4% |
| Admin fee / account holder | $2,986 | $16,852-82.3% | $13,880-78.5% | $10,885-72.6% |