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 | $176,009 | $201,272-12.6% | $184,203-4.4% | $145,922+20.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.99% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,204 | $7,022-68.6% | $6,427-65.7% | $4,660-52.7% |
| Participant deferral / active EE | $6,004 | $9,806-38.8% | $9,131-34.3% | $6,688-10.2% |
| Admin fee / account holder | $1,425 | $16,364-91.3% | $13,901-89.7% | $13,397-89.4% |