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 | $165,680 | $123,793+33.8% | $177,821-6.8% | $79,858+107.5% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 18.54% | 22.82%-4.3pp | 48.32%-29.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,371 | $4,095-42.1% | $5,918-59.9% | $2,471-4.0% |
| Participant deferral / active EE | $7,634 | $5,956+28.2% | $7,714-1.0% | $3,740+104.1% |
| Admin fee / account holder | $11,747 | $7,243+62.2% | $12,427-5.5% | $5,306+121.4% |