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 | $172,155 | $239,571-28.1% | $183,328-6.1% | $137,256+25.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 80.0%-5.0pp |
| Annual return | 15.90% | 35.69%-19.8pp | 29.67%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,551 | $6,148-74.8% | $5,055-69.3% | $4,156-62.7% |
| Participant deferral / active EE | $7,838 | $7,995-2.0% | $6,795+15.3% | $6,407+22.3% |
| Admin fee / account holder | $2,192 | $30,059-92.7% | $21,427-89.8% | $12,270-82.1% |