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 | $175,395 | $209,411-16.2% | $178,490-1.7% | $158,922+10.4% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 11.91% | 188.75%-176.8pp | 151.07%-139.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $4,226 | $5,706-25.9% | $5,011-15.7% | $4,761-11.2% |
| Participant deferral / active EE | $9,570 | $5,954+60.7% | $5,202+84.0% | $5,982+60.0% |
| Admin fee / account holder | $1,543 | $17,074-91.0% | $13,984-89.0% | $11,246-86.3% |