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 | $162,270 | $157,256+3.2% | $141,162+15.0% | $152,861+6.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.31% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,728 | $5,261-67.2% | $4,735-63.5% | $4,762-63.7% |
| Participant deferral / active EE | $8,873 | $7,109+24.8% | $6,709+32.3% | $5,850+51.7% |
| Admin fee / account holder | $2,733 | $12,120-77.5% | $10,261-73.4% | $11,596-76.4% |