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 | $147,752 | $177,572-16.8% | $154,803-4.6% | $142,382+3.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.28% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,324 | $4,810-30.9% | $4,305-22.8% | $4,299-22.7% |
| Participant deferral / active EE | $11,508 | $6,272+83.5% | $5,540+107.7% | $6,507+76.8% |
| Admin fee / account holder | $1,915 | $16,786-88.6% | $14,329-86.6% | $12,624-84.8% |