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 | $170,022 | $214,378-20.7% | $200,582-15.2% | $142,382+19.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 15.92% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,111 | $6,841-39.9% | $6,419-36.0% | $4,299-4.4% |
| Participant deferral / active EE | $8,074 | $9,865-18.1% | $9,331-13.5% | $6,507+24.1% |
| Admin fee / account holder | $2,955 | $17,692-83.3% | $16,305-81.9% | $12,624-76.6% |