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 | $210,469 | $217,402-3.2% | $185,823+13.3% | $167,490+25.7% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 12.35% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,330 | $5,873-60.3% | $5,167-54.9% | $4,837-51.8% |
| Participant deferral / active EE | $5,042 | $6,356-20.7% | $5,568-9.5% | $6,341-20.5% |
| Admin fee / account holder | $1,370 | $19,811-93.1% | $16,237-91.6% | $12,309-88.9% |