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 | $167,321 | $177,572-5.8% | $154,803+8.1% | $142,382+17.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 13.82% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,882 | $4,810-19.3% | $4,305-9.8% | $4,299-9.7% |
| Participant deferral / active EE | $9,049 | $6,272+44.3% | $5,540+63.3% | $6,507+39.1% |
| Admin fee / account holder | $17,579 | $16,786+4.7% | $14,329+22.7% | $12,624+39.3% |