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 | $165,891 | $201,272-17.6% | $184,203-9.9% | $145,922+13.7% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.7pp | 80.3%+9.2pp |
| Annual return | 18.42% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $4,994 | $7,022-28.9% | $6,427-22.3% | $4,660+7.2% |
| Participant deferral / active EE | $4,308 | $9,806-56.1% | $9,131-52.8% | $6,688-35.6% |
| Admin fee / account holder | $3,480 | $16,364-78.7% | $13,901-75.0% | $13,397-74.0% |