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 | $191,853 | $197,591-2.9% | $177,821+7.9% | $158,922+20.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 27.08% | 58.76%-31.7pp | 48.32%-21.2pp | 302.83%-275.7pp |
| Employer contribution / active EE | $1,892 | $6,697-71.7% | $5,918-68.0% | $4,761-60.3% |
| Participant deferral / active EE | $5,161 | $8,405-38.6% | $7,714-33.1% | $5,982-13.7% |
| Admin fee / account holder | $800 | $15,399-94.8% | $12,427-93.6% | $11,246-92.9% |