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 | $186,704 | $214,378-12.9% | $200,582-6.9% | $142,382+31.1% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 17.53% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,588 | $6,841-47.6% | $6,419-44.1% | $4,299-16.5% |
| Participant deferral / active EE | $11,225 | $9,865+13.8% | $9,331+20.3% | $6,507+72.5% |
| Admin fee / account holder | $9,750 | $17,692-44.9% | $16,305-40.2% | $12,624-22.8% |