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 | $170,202 | $179,726-5.3% | $156,263+8.9% | $142,382+19.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 15.94% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,215 | $5,069-56.3% | $4,333-48.9% | $4,299-48.5% |
| Participant deferral / active EE | $7,327 | $6,956+5.3% | $6,158+19.0% | $6,507+12.6% |
| Admin fee / account holder | $579 | $17,272-96.6% | $14,255-95.9% | $12,624-95.4% |