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 | $179,896 | $214,378-16.1% | $200,582-10.3% | $142,382+26.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 15.42% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,405 | $6,841-50.2% | $6,419-47.0% | $4,299-20.8% |
| Participant deferral / active EE | $7,735 | $9,865-21.6% | $9,331-17.1% | $6,507+18.9% |
| Admin fee / account holder | $1,168 | $17,692-93.4% | $16,305-92.8% | $12,624-90.7% |