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 | $168,073 | $209,336-19.7% | $197,124-14.7% | $137,256+22.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 14.20% | 48.09%-33.9pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,306 | $6,591+10.9% | $6,227+17.3% | $4,156+75.8% |
| Participant deferral / active EE | $5,357 | $9,614-44.3% | $9,135-41.4% | $6,407-16.4% |
| Admin fee / account holder | $40,651 | $17,308+134.9% | $16,298+149.4% | $12,270+231.3% |