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 | $160,555 | $157,256+2.1% | $141,162+13.7% | $152,861+5.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.66% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $10,951 | $5,261+108.2% | $4,735+131.3% | $4,762+129.9% |
| Participant deferral / active EE | $8,994 | $7,109+26.5% | $6,709+34.1% | $5,850+53.7% |
| Admin fee / account holder | $879 | $12,120-92.8% | $10,261-91.4% | $11,596-92.4% |