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 | $177,488 | $228,332-22.3% | $185,823-4.5% | $158,922+11.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 12.57% | 40.80%-28.2pp | 35.95%-23.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $8,053 | $4,967+62.1% | $4,087+97.0% | $4,761+69.1% |
| Participant deferral / active EE | $13,290 | $6,415+107.2% | $5,632+136.0% | $5,982+122.2% |
| Admin fee / account holder | $603 | $11,864-94.9% | $9,500-93.7% | $11,246-94.6% |