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 | $153,158 | $162,781-5.9% | $133,956+14.3% | $158,922-3.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 12.59% | 41.94%-29.3pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,095 | $4,975-17.7% | $3,919+4.5% | $4,761-14.0% |
| Participant deferral / active EE | $10,160 | $5,911+71.9% | $5,048+101.3% | $5,982+69.8% |
| Admin fee / account holder | $5,851 | $11,736-50.2% | $8,927-34.5% | $11,246-48.0% |