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 | $163,297 | $165,984-1.6% | $164,813-0.9% | $145,922+11.9% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 14.31% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,901 | $5,273-64.0% | $4,341-56.2% | $4,660-59.2% |
| Participant deferral / active EE | $6,356 | $6,959-8.7% | $6,031+5.4% | $6,688-5.0% |
| Admin fee / account holder | $8,780 | $16,648-47.3% | $12,690-30.8% | $13,397-34.5% |