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 | $160,562 | $201,272-20.2% | $184,203-12.8% | $145,922+10.0% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 12.10% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,620 | $7,022-34.2% | $6,427-28.1% | $4,660-0.8% |
| Participant deferral / active EE | $9,724 | $9,806-0.8% | $9,131+6.5% | $6,688+45.4% |
| Admin fee / account holder | $17,271 | $16,364+5.5% | $13,901+24.2% | $13,397+28.9% |