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 | $164,244 | $172,111-4.6% | $150,298+9.3% | $137,256+19.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.54% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,219 | $4,636-52.1% | $4,154-46.6% | $4,156-46.6% |
| Participant deferral / active EE | $7,755 | $6,166+25.8% | $5,453+42.2% | $6,407+21.0% |
| Admin fee / account holder | $5,534 | $16,471-66.4% | $14,116-60.8% | $12,270-54.9% |