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 | $166,809 | $167,484-0.4% | $151,611+10.0% | $134,475+24.0% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | -5.45% | 7.80%-13.2pp | 3.33%-8.8pp | 417.96%-423.4pp |
| Employer contribution / active EE | $1,570 | $6,829-77.0% | $6,166-74.5% | $4,740-66.9% |
| Participant deferral / active EE | $7,995 | $8,986-11.0% | $8,363-4.4% | $6,400+24.9% |
| Admin fee / account holder | $839 | $13,783-93.9% | $11,616-92.8% | $11,426-92.7% |