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 | $165,984+6.7% | $164,813+7.5% | $145,922+21.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 13.69% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,649 | $5,273-49.8% | $4,341-39.0% | $4,660-43.1% |
| Participant deferral / active EE | $7,329 | $6,959+5.3% | $6,031+21.5% | $6,688+9.6% |
| Admin fee / account holder | $1,207 | $16,648-92.8% | $12,690-90.5% | $13,397-91.0% |