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 | $163,095 | $183,519-11.1% | $155,509+4.9% | $145,922+11.8% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 14.50% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,319 | $5,313-18.7% | $4,672-7.6% | $4,660-7.3% |
| Participant deferral / active EE | $9,514 | $6,462+47.2% | $5,626+69.1% | $6,688+42.3% |
| Admin fee / account holder | $2,450 | $19,313-87.3% | $15,912-84.6% | $13,397-81.7% |