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 | $176,968 | $179,726-1.5% | $156,263+13.2% | $142,382+24.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 13.74% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,500 | $5,069-11.2% | $4,333+3.9% | $4,299+4.7% |
| Participant deferral / active EE | $4,415 | $6,956-36.5% | $6,158-28.3% | $6,507-32.2% |
| Admin fee / account holder | $4,665 | $17,272-73.0% | $14,255-67.3% | $12,624-63.0% |