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 | $165,346 | $157,256+5.1% | $141,162+17.1% | $152,861+8.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 18.98% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,046 | $5,261-42.1% | $4,735-35.7% | $4,762-36.0% |
| Participant deferral / active EE | $6,585 | $7,109-7.4% | $6,709-1.8% | $5,850+12.6% |
| Admin fee / account holder | $2,617 | $12,120-78.4% | $10,261-74.5% | $11,596-77.4% |