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 | $177,200 | $214,378-17.3% | $200,582-11.7% | $142,382+24.5% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 14.57% | 46.41%-31.8pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,439 | $6,841-35.1% | $6,419-30.8% | $4,299+3.2% |
| Participant deferral / active EE | $13,550 | $9,865+37.4% | $9,331+45.2% | $6,507+108.2% |
| Admin fee / account holder | $7,240 | $17,692-59.1% | $16,305-55.6% | $12,624-42.6% |