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 | $160,627 | $197,591-18.7% | $177,821-9.7% | $158,922+1.1% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 13.11% | 58.76%-45.6pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,556 | $6,697-61.8% | $5,918-56.8% | $4,761-46.3% |
| Participant deferral / active EE | $6,664 | $8,405-20.7% | $7,714-13.6% | $5,982+11.4% |
| Admin fee / account holder | $1,070 | $15,399-93.1% | $12,427-91.4% | $11,246-90.5% |