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 | $160,465 | $172,111-6.8% | $150,298+6.8% | $137,256+16.9% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 20.04% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,112 | $4,636-54.5% | $4,154-49.2% | $4,156-49.2% |
| Participant deferral / active EE | $6,269 | $6,166+1.7% | $5,453+15.0% | $6,407-2.2% |
| Admin fee / account holder | $17,293 | $16,471+5.0% | $14,116+22.5% | $12,270+40.9% |