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 | $201,833 | $214,378-5.9% | $200,582+0.6% | $142,382+41.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,012 | $6,841-41.4% | $6,419-37.5% | $4,299-6.7% |
| Participant deferral / active EE | $6,039 | $9,865-38.8% | $9,331-35.3% | $6,507-7.2% |
| Admin fee / account holder | $1,225 | $17,692-93.1% | $16,305-92.5% | $12,624-90.3% |