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 | $137,666 | $138,065-0.3% | $123,544+11.4% | $135,375+1.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.72% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,307 | $5,151-74.6% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $9,451 | $6,799+39.0% | $6,426+47.1% | $5,609+68.5% |
| Admin fee / account holder | $18,285 | $10,916+67.5% | $9,284+97.0% | $10,827+68.9% |