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 | $183,592-5.9% | $155,567+11.0% | $145,959+18.3% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 9.31% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $3,806 | $5,315-28.4% | $4,674-18.6% | $4,661-18.3% |
| Participant deferral / active EE | $6,034 | $6,464-6.7% | $5,628+7.2% | $6,689-9.8% |
| Admin fee / account holder | $998 | $19,318-94.8% | $15,916-93.7% | $13,398-92.5% |