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 | $172,928 | $165,984+4.2% | $164,813+4.9% | $145,922+18.5% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 19.51% | 100.03%-80.5pp | 69.93%-50.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,756 | $5,273-28.8% | $4,341-13.5% | $4,660-19.4% |
| Participant deferral / active EE | $5,644 | $6,959-18.9% | $6,031-6.4% | $6,688-15.6% |
| Admin fee / account holder | $615 | $16,648-96.3% | $12,690-95.2% | $13,397-95.4% |