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 | $163,237 | $177,572-8.1% | $154,803+5.4% | $142,382+14.6% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 11.60% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,725 | $4,810-43.4% | $4,305-36.7% | $4,299-36.6% |
| Participant deferral / active EE | $4,688 | $6,272-25.3% | $5,540-15.4% | $6,507-28.0% |
| Admin fee / account holder | $2,715 | $16,786-83.8% | $14,329-81.1% | $12,624-78.5% |