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 | $171,196 | $172,111-0.5% | $150,298+13.9% | $137,256+24.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 14.10% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,826 | $4,636-60.6% | $4,154-56.0% | $4,156-56.1% |
| Participant deferral / active EE | $9,471 | $6,166+53.6% | $5,453+73.7% | $6,407+47.8% |
| Admin fee / account holder | $19,674 | $16,471+19.4% | $14,116+39.4% | $12,270+60.3% |