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 | $173,139 | $209,411-17.3% | $178,490-3.0% | $158,922+8.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.38% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,380 | $5,706-58.3% | $5,011-52.5% | $4,761-50.0% |
| Participant deferral / active EE | $5,739 | $5,954-3.6% | $5,202+10.3% | $5,982-4.1% |
| Admin fee / account holder | $10,103 | $17,074-40.8% | $13,984-27.8% | $11,246-10.2% |