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 | $161,118 | $162,781-1.0% | $133,956+20.3% | $158,922+1.4% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 11.20% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,534 | $4,975-8.9% | $3,919+15.7% | $4,761-4.8% |
| Participant deferral / active EE | $7,762 | $5,911+31.3% | $5,048+53.8% | $5,982+29.8% |
| Admin fee / account holder | $17,340 | $11,736+47.7% | $8,927+94.2% | $11,246+54.2% |