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 | $179,483 | $201,272-10.8% | $184,203-2.6% | $145,922+23.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.01% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,793 | $7,022-46.0% | $6,427-41.0% | $4,660-18.6% |
| Participant deferral / active EE | $8,504 | $9,806-13.3% | $9,131-6.9% | $6,688+27.2% |
| Admin fee / account holder | $25,908 | $16,364+58.3% | $13,901+86.4% | $13,397+93.4% |