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 | $178,805 | $201,272-11.2% | $184,203-2.9% | $145,922+22.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.69% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,835 | $7,022-45.4% | $6,427-40.3% | $4,660-17.7% |
| Participant deferral / active EE | $5,114 | $9,806-47.8% | $9,131-44.0% | $6,688-23.5% |
| Admin fee / account holder | $1,209 | $16,364-92.6% | $13,901-91.3% | $13,397-91.0% |