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 | $203,282 | $201,272+1.0% | $184,203+10.4% | $145,922+39.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 16.24% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,660 | $7,022-62.1% | $6,427-58.6% | $4,660-42.9% |
| Participant deferral / active EE | $9,061 | $9,806-7.6% | $9,131-0.8% | $6,688+35.5% |
| Admin fee / account holder | $123,207 | $16,364+652.9% | $13,901+786.3% | $13,397+819.7% |