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 | $232,631 | $167,484+38.9% | $151,611+53.4% | $134,475+73.0% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -15.45% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,940 | $6,829-13.0% | $6,166-3.7% | $4,740+25.3% |
| Participant deferral / active EE | $7,902 | $8,986-12.1% | $8,363-5.5% | $6,400+23.5% |
| Admin fee / account holder | $5,920 | $13,783-57.0% | $11,616-49.0% | $11,426-48.2% |