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 | $178,571 | $201,272-11.3% | $184,203-3.1% | $145,922+22.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 15.96% | 29.00%-13.0pp | 28.81%-12.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,202 | $7,022-54.4% | $6,427-50.2% | $4,660-31.3% |
| Participant deferral / active EE | $8,281 | $9,806-15.5% | $9,131-9.3% | $6,688+23.8% |
| Admin fee / account holder | $660 | $16,364-96.0% | $13,901-95.3% | $13,397-95.1% |