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 | $169,490 | $165,984+2.1% | $164,813+2.8% | $145,922+16.2% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 9.65% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,049 | $5,273-23.2% | $4,341-6.7% | $4,660-13.1% |
| Participant deferral / active EE | $3,140 | $6,959-54.9% | $6,031-47.9% | $6,688-53.0% |
| Admin fee / account holder | $176,536 | $16,648+960.4% | $12,690+1291.2% | $13,397+1217.7% |