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 | $200,094 | $214,378-6.7% | $200,582-0.2% | $142,382+40.5% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 16.05% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,594 | $6,841-32.8% | $6,419-28.4% | $4,299+6.9% |
| Participant deferral / active EE | $7,526 | $9,865-23.7% | $9,331-19.3% | $6,507+15.7% |
| Admin fee / account holder | $2,285 | $17,692-87.1% | $16,305-86.0% | $12,624-81.9% |