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 | $190,654 | $176,377+8.1% | $134,143+42.1% | $158,922+20.0% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 23.05% | 63.63%-40.6pp | 36.33%-13.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $15,576 | $5,040+209.0% | $3,704+320.5% | $4,761+227.2% |
| Participant deferral / active EE | $7,722 | $4,091+88.7% | $3,499+120.7% | $5,982+29.1% |
| Admin fee / account holder | $4,107 | $8,718-52.9% | $6,684-38.6% | $11,246-63.5% |