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 | $154,965 | $201,272-23.0% | $184,203-15.9% | $145,922+6.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 19.59% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,656 | $7,022-47.9% | $6,427-43.1% | $4,660-21.5% |
| Participant deferral / active EE | $6,907 | $9,806-29.6% | $9,131-24.4% | $6,688+3.3% |
| Admin fee / account holder | $856 | $16,364-94.8% | $13,901-93.8% | $13,397-93.6% |