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 | $171,760 | $228,332-24.8% | $185,823-7.6% | $158,922+8.1% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 19.83% | 40.80%-21.0pp | 35.95%-16.1pp | 302.83%-283.0pp |
| Employer contribution / active EE | $4,136 | $4,967-16.7% | $4,087+1.2% | $4,761-13.1% |
| Participant deferral / active EE | $5,708 | $6,415-11.0% | $5,632+1.4% | $5,982-4.6% |
| Admin fee / account holder | $485 | $11,864-95.9% | $9,500-94.9% | $11,246-95.7% |