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 | $196,873 | $214,378-8.2% | $200,582-1.8% | $142,382+38.3% |
| Participation rate | 70.8% | 87.4%-16.6pp | 86.9%-16.1pp | 80.1%-9.3pp |
| Annual return | 19.07% | 46.41%-27.3pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,356 | $6,841-21.7% | $6,419-16.6% | $4,299+24.6% |
| Participant deferral / active EE | $9,346 | $9,865-5.3% | $9,331+0.2% | $6,507+43.6% |
| Admin fee / account holder | $7,433 | $17,692-58.0% | $16,305-54.4% | $12,624-41.1% |