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 | $186,784 | $210,648-11.3% | $177,989+4.9% | $145,922+28.0% |
| Participation rate | 76.5% | 80.8%-4.3pp | 77.1%-0.6pp | 80.3%-3.8pp |
| Annual return | 14.18% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,207 | $4,565-29.7% | $3,949-18.8% | $4,660-31.2% |
| Participant deferral / active EE | $10,152 | $6,958+45.9% | $6,276+61.8% | $6,688+51.8% |
| Admin fee / account holder | $44,625 | $12,013+271.5% | $10,363+330.6% | $13,397+233.1% |