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 | $203,147 | $214,378-5.2% | $200,582+1.3% | $142,382+42.7% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.9%-10.7pp | 80.1%-3.9pp |
| Annual return | 14.82% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,913 | $6,841-57.4% | $6,419-54.6% | $4,299-32.2% |
| Participant deferral / active EE | $6,677 | $9,865-32.3% | $9,331-28.4% | $6,507+2.6% |
| Admin fee / account holder | $42,136 | $17,692+138.2% | $16,305+158.4% | $12,624+233.8% |