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 | $207,411 | $167,484+23.8% | $151,611+36.8% | $134,475+54.2% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -18.53% | 7.80%-26.3pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,347 | $6,829-36.3% | $6,166-29.5% | $4,740-8.3% |
| Participant deferral / active EE | $9,765 | $8,986+8.7% | $8,363+16.8% | $6,400+52.6% |
| Admin fee / account holder | $11,508 | $13,783-16.5% | $11,616-0.9% | $11,426+0.7% |