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 | $172,368 | $209,411-17.7% | $178,490-3.4% | $158,922+8.5% |
| Participation rate | 76.2% | 86.3%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 10.91% | 188.75%-177.8pp | 151.07%-140.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,542 | $5,706-55.4% | $5,011-49.3% | $4,761-46.6% |
| Participant deferral / active EE | $4,065 | $5,954-31.7% | $5,202-21.8% | $5,982-32.0% |
| Admin fee / account holder | $90,859 | $17,074+432.1% | $13,984+549.7% | $11,246+707.9% |