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 | $146,890 | $154,228-4.8% | $145,433+1.0% | $137,256+7.0% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 23.04% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $3,342 | $4,804-30.4% | $4,554-26.6% | $4,156-19.6% |
| Participant deferral / active EE | $10,891 | $8,216+32.6% | $7,897+37.9% | $6,407+70.0% |
| Admin fee / account holder | $93,745 | $14,344+553.6% | $13,129+614.0% | $12,270+664.0% |