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 | $155,416 | $175,202-11.3% | $149,673+3.8% | $139,434+11.5% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 20.04% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $11,519 | $5,474+110.4% | $4,818+139.1% | $4,751+142.5% |
| Participant deferral / active EE | $5,220 | $6,519-19.9% | $5,680-8.1% | $6,710-22.2% |
| Admin fee / account holder | $2,020 | $16,150-87.5% | $13,210-84.7% | $11,403-82.3% |