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 | $142,718 | $154,228-7.5% | $145,433-1.9% | $137,256+4.0% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 39.55% | 74.59%-35.0pp | 66.58%-27.0pp | 220.34%-180.8pp |
| Employer contribution / active EE | $5,665 | $4,804+17.9% | $4,554+24.4% | $4,156+36.3% |
| Participant deferral / active EE | $17,986 | $8,216+118.9% | $7,897+127.8% | $6,407+180.7% |
| Admin fee / account holder | $6,285 | $14,344-56.2% | $13,129-52.1% | $12,270-48.8% |