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 | $190,217 | $198,466-4.2% | $170,442+11.6% | $147,584+28.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.29% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,124 | $6,184-65.7% | $5,433-60.9% | $4,876-56.4% |
| Participant deferral / active EE | $5,684 | $5,629+1.0% | $4,939+15.1% | $5,439+4.5% |
| Admin fee / account holder | $1,900 | $16,852-88.7% | $13,880-86.3% | $10,885-82.5% |