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 | $161,585 | $162,781-0.7% | $133,956+20.6% | $158,922+1.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.95% | 41.94%-22.0pp | 45.09%-25.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $14,811 | $4,975+197.7% | $3,919+278.0% | $4,761+211.1% |
| Participant deferral / active EE | $5,890 | $5,911-0.4% | $5,048+16.7% | $5,982-1.5% |
| Admin fee / account holder | $4,623 | $11,736-60.6% | $8,927-48.2% | $11,246-58.9% |