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 | $177,161 | $166,020+6.7% | $164,866+7.5% | $145,959+21.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 13.69% | 100.08%-86.4pp | 69.97%-56.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,649 | $5,275-49.8% | $4,343-39.0% | $4,661-43.2% |
| Participant deferral / active EE | $7,329 | $6,961+5.3% | $6,033+21.5% | $6,689+9.6% |
| Admin fee / account holder | $1,207 | $16,644-92.8% | $12,689-90.5% | $13,398-91.0% |