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 | $158,392 | $201,272-21.3% | $184,203-14.0% | $145,922+8.5% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 15.04% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $6,347 | $7,022-9.6% | $6,427-1.3% | $4,660+36.2% |
| Participant deferral / active EE | $12,781 | $9,806+30.3% | $9,131+40.0% | $6,688+91.1% |
| Admin fee / account holder | $15,943 | $16,364-2.6% | $13,901+14.7% | $13,397+19.0% |