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 | $171,911 | $152,587+12.7% | $125,175+37.3% | $152,861+12.5% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 11.33% | 54.84%-43.5pp | 43.79%-32.5pp | 345.32%-334.0pp |
| Employer contribution / active EE | $1,068 | $4,946-78.4% | $3,865-72.4% | $4,762-77.6% |
| Participant deferral / active EE | $5,194 | $5,868-11.5% | $4,937+5.2% | $5,850-11.2% |
| Admin fee / account holder | $12,304 | $13,434-8.4% | $9,702+26.8% | $11,596+6.1% |