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 | $164,531 | $183,519-10.3% | $155,509+5.8% | $145,922+12.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.93% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,678 | $5,313-68.4% | $4,672-64.1% | $4,660-64.0% |
| Participant deferral / active EE | $9,317 | $6,462+44.2% | $5,626+65.6% | $6,688+39.3% |
| Admin fee / account holder | $1,035 | $19,313-94.6% | $15,912-93.5% | $13,397-92.3% |