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 | $162,898 | $175,202-7.0% | $149,673+8.8% | $139,434+16.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 10.97% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $3,964 | $5,474-27.6% | $4,818-17.7% | $4,751-16.6% |
| Participant deferral / active EE | $9,199 | $6,519+41.1% | $5,680+61.9% | $6,710+37.1% |
| Admin fee / account holder | $4,499 | $16,150-72.1% | $13,210-65.9% | $11,403-60.5% |