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 | $166,879 | $167,484-0.4% | $151,611+10.1% | $134,475+24.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -6.63% | 7.80%-14.4pp | 3.33%-10.0pp | 417.96%-424.6pp |
| Employer contribution / active EE | $4,465 | $6,829-34.6% | $6,166-27.6% | $4,740-5.8% |
| Participant deferral / active EE | $9,360 | $8,986+4.2% | $8,363+11.9% | $6,400+46.3% |
| Admin fee / account holder | $15,447 | $13,783+12.1% | $11,616+33.0% | $11,426+35.2% |