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 | $175,000 | $176,812-1.0% | $146,665+19.3% | $167,490+4.5% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 16.00% | 24.03%-8.0pp | 22.74%-6.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,967 | $5,160-42.5% | $4,136-28.3% | $4,837-38.7% |
| Participant deferral / active EE | $9,410 | $6,440+46.1% | $5,506+70.9% | $6,341+48.4% |
| Admin fee / account holder | $325 | $13,259-97.5% | $10,280-96.8% | $12,309-97.4% |