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 | $171,053 | $179,726-4.8% | $156,263+9.5% | $142,382+20.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 11.02% | 77.86%-66.8pp | 59.47%-48.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,610 | $5,069-48.5% | $4,333-39.8% | $4,299-39.3% |
| Participant deferral / active EE | $4,010 | $6,956-42.4% | $6,158-34.9% | $6,507-38.4% |
| Admin fee / account holder | $49,215 | $17,272+184.9% | $14,255+245.3% | $12,624+289.9% |