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 | $165,306 | $163,101+1.4% | $136,749+20.9% | $142,382+16.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.04% | 27.54%-10.5pp | 24.33%-7.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,323 | $4,117-43.6% | $3,400-31.7% | $4,299-46.0% |
| Participant deferral / active EE | $2,977 | $5,585-46.7% | $4,692-36.5% | $6,507-54.2% |
| Admin fee / account holder | $1,552 | $14,318-89.2% | $11,386-86.4% | $12,624-87.7% |