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 | $149,691 | $154,228-2.9% | $145,433+2.9% | $137,256+9.1% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 20.03% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $10,807 | $4,804+125.0% | $4,554+137.3% | $4,156+160.0% |
| Participant deferral / active EE | $16,377 | $8,216+99.3% | $7,897+107.4% | $6,407+155.6% |
| Admin fee / account holder | $36,634 | $14,344+155.4% | $13,129+179.0% | $12,270+198.6% |