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 | $182,250 | $197,591-7.8% | $177,821+2.5% | $158,922+14.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 10.44% | 58.76%-48.3pp | 48.32%-37.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $3,620 | $6,697-45.9% | $5,918-38.8% | $4,761-24.0% |
| Participant deferral / active EE | $8,905 | $8,405+5.9% | $7,714+15.4% | $5,982+48.9% |
| Admin fee / account holder | $6,047 | $15,399-60.7% | $12,427-51.3% | $11,246-46.2% |