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 | $185,787 | $210,648-11.8% | $177,989+4.4% | $145,922+27.3% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 11.14% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,479 | $4,565-45.7% | $3,949-37.2% | $4,660-46.8% |
| Participant deferral / active EE | $8,259 | $6,958+18.7% | $6,276+31.6% | $6,688+23.5% |
| Admin fee / account holder | $10,986 | $12,013-8.6% | $10,363+6.0% | $13,397-18.0% |