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 | $198,117 | $183,519+8.0% | $155,509+27.4% | $145,922+35.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 21.72% | 61.17%-39.5pp | 64.67%-43.0pp | 561.29%-539.6pp |
| Employer contribution / active EE | $4,722 | $5,313-11.1% | $4,672+1.1% | $4,660+1.3% |
| Participant deferral / active EE | $13,019 | $6,462+101.5% | $5,626+131.4% | $6,688+94.7% |
| Admin fee / account holder | $9,410 | $19,313-51.3% | $15,912-40.9% | $13,397-29.8% |