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 | $160,624 | $157,256+2.1% | $141,162+13.8% | $152,861+5.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 17.01% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,439 | $5,261-72.6% | $4,735-69.6% | $4,762-69.8% |
| Participant deferral / active EE | $4,396 | $7,109-38.2% | $6,709-34.5% | $5,850-24.9% |
| Admin fee / account holder | $1,061 | $12,120-91.2% | $10,261-89.7% | $11,596-90.8% |