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 | $167,692 | $228,332-26.6% | $185,823-9.8% | $158,922+5.5% |
| Participation rate | 81.3% | 82.3%-1.0pp | 78.0%+3.2pp | 82.0%-0.7pp |
| Annual return | 5.05% | 40.80%-35.8pp | 35.95%-30.9pp | 302.83%-297.8pp |
| Employer contribution / active EE | $5,157 | $4,967+3.8% | $4,087+26.2% | $4,761+8.3% |
| Participant deferral / active EE | $12,880 | $6,415+100.8% | $5,632+128.7% | $5,982+115.3% |
| Admin fee / account holder | $90,296 | $11,864+661.1% | $9,500+850.5% | $11,246+702.9% |