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 | $181,863 | $185,822-2.1% | $169,993+7.0% | $139,434+30.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.62% | 60.50%-38.9pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $7,021 | $7,590-7.5% | $6,785+3.5% | $4,751+47.8% |
| Participant deferral / active EE | $19,746 | $11,622+69.9% | $10,408+89.7% | $6,710+194.3% |
| Admin fee / account holder | $15,024 | $15,381-2.3% | $12,815+17.2% | $11,403+31.8% |