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 | $181,772 | $185,822-2.2% | $169,993+6.9% | $139,434+30.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 14.05% | 60.50%-46.5pp | 53.37%-39.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,142 | $7,590-45.4% | $6,785-39.0% | $4,751-12.8% |
| Participant deferral / active EE | $7,990 | $11,622-31.2% | $10,408-23.2% | $6,710+19.1% |
| Admin fee / account holder | $770 | $15,381-95.0% | $12,815-94.0% | $11,403-93.2% |