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 | $163,824 | $214,378-23.6% | $200,582-18.3% | $142,382+15.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 12.61% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,564 | $6,841-62.5% | $6,419-60.1% | $4,299-40.4% |
| Participant deferral / active EE | $7,664 | $9,865-22.3% | $9,331-17.9% | $6,507+17.8% |
| Admin fee / account holder | $588 | $17,692-96.7% | $16,305-96.4% | $12,624-95.3% |