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 | $163,616 | $157,256+4.0% | $141,162+15.9% | $152,861+7.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 18.77% | 64.32%-45.6pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,738 | $5,261-67.0% | $4,735-63.3% | $4,762-63.5% |
| Participant deferral / active EE | $10,835 | $7,109+52.4% | $6,709+61.5% | $5,850+85.2% |
| Admin fee / account holder | $1,793 | $12,120-85.2% | $10,261-82.5% | $11,596-84.5% |