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 | $177,883 | $217,402-18.2% | $185,823-4.3% | $167,490+6.2% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 14.01% | 148.36%-134.4pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,448 | $5,873-58.3% | $5,167-52.6% | $4,837-49.4% |
| Participant deferral / active EE | $3,548 | $6,356-44.2% | $5,568-36.3% | $6,341-44.1% |
| Admin fee / account holder | $2,386 | $19,811-88.0% | $16,237-85.3% | $12,309-80.6% |