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 | $135,662 | $162,781-16.7% | $133,956+1.3% | $158,922-14.6% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 10.42% | 41.94%-31.5pp | 45.09%-34.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $4,059 | $4,975-18.4% | $3,919+3.6% | $4,761-14.8% |
| Participant deferral / active EE | $11,303 | $5,911+91.2% | $5,048+123.9% | $5,982+88.9% |
| Admin fee / account holder | $5,616 | $11,736-52.1% | $8,927-37.1% | $11,246-50.1% |