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 | $170,559 | $185,822-8.2% | $169,993+0.3% | $139,434+22.3% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 20.08% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,322 | $7,590-56.2% | $6,785-51.0% | $4,751-30.1% |
| Participant deferral / active EE | $7,657 | $11,622-34.1% | $10,408-26.4% | $6,710+14.1% |
| Admin fee / account holder | $1,073 | $15,381-93.0% | $12,815-91.6% | $11,403-90.6% |