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 | $153,481 | $201,272-23.7% | $184,203-16.7% | $145,922+5.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 17.56% | 29.00%-11.4pp | 28.81%-11.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,611 | $7,022-62.8% | $6,427-59.4% | $4,660-44.0% |
| Participant deferral / active EE | $13,080 | $9,806+33.4% | $9,131+43.2% | $6,688+95.6% |
| Admin fee / account holder | $1,103 | $16,364-93.3% | $13,901-92.1% | $13,397-91.8% |