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 | $209,336-15.4% | $197,124-10.1% | $137,256+29.1% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 14.57% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,439 | $6,591-32.7% | $6,227-28.7% | $4,156+6.8% |
| Participant deferral / active EE | $13,550 | $9,614+40.9% | $9,135+48.3% | $6,407+111.5% |
| Admin fee / account holder | $7,240 | $17,308-58.2% | $16,298-55.6% | $12,270-41.0% |