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 | $172,676 | $183,519-5.9% | $155,509+11.0% | $145,922+18.3% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 9.31% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,806 | $5,313-28.4% | $4,672-18.5% | $4,660-18.3% |
| Participant deferral / active EE | $6,034 | $6,462-6.6% | $5,626+7.3% | $6,688-9.8% |
| Admin fee / account holder | $998 | $19,313-94.8% | $15,912-93.7% | $13,397-92.5% |