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 | $196,102 | $210,648-6.9% | $177,989+10.2% | $145,922+34.4% |
| Participation rate | 76.2% | 80.8%-4.6pp | 77.1%-0.9pp | 80.3%-4.1pp |
| Annual return | 14.26% | 385.86%-371.6pp | 294.48%-280.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $7,456 | $4,565+63.4% | $3,949+88.8% | $4,660+60.0% |
| Participant deferral / active EE | $7,455 | $6,958+7.2% | $6,276+18.8% | $6,688+11.5% |
| Admin fee / account holder | $6,405 | $12,013-46.7% | $10,363-38.2% | $13,397-52.2% |