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 | $173,150 | $198,466-12.8% | $170,442+1.6% | $147,584+17.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.44% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,026 | $6,184-67.2% | $5,433-62.7% | $4,876-58.5% |
| Participant deferral / active EE | $6,704 | $5,629+19.1% | $4,939+35.7% | $5,439+23.3% |
| Admin fee / account holder | $1,539 | $16,852-90.9% | $13,880-88.9% | $10,885-85.9% |