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 | $163,221 | $197,591-17.4% | $177,821-8.2% | $158,922+2.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.59% | 58.76%-30.2pp | 48.32%-19.7pp | 302.83%-274.2pp |
| Employer contribution / active EE | $2,887 | $6,697-56.9% | $5,918-51.2% | $4,761-39.4% |
| Participant deferral / active EE | $5,829 | $8,405-30.6% | $7,714-24.4% | $5,982-2.6% |
| Admin fee / account holder | $1,398 | $15,399-90.9% | $12,427-88.7% | $11,246-87.6% |