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 | $174,077 | $177,572-2.0% | $154,803+12.5% | $142,382+22.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.00% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,020 | $4,810-58.0% | $4,305-53.1% | $4,299-53.0% |
| Participant deferral / active EE | $7,653 | $6,272+22.0% | $5,540+38.1% | $6,507+17.6% |
| Admin fee / account holder | $12,040 | $16,786-28.3% | $14,329-16.0% | $12,624-4.6% |