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 | $158,339 | $152,587+3.8% | $125,175+26.5% | $152,861+3.6% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.4%+1.8pp |
| Annual return | 28.24% | 54.84%-26.6pp | 43.79%-15.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,671 | $4,946-46.0% | $3,865-30.9% | $4,762-43.9% |
| Participant deferral / active EE | $4,431 | $5,868-24.5% | $4,937-10.2% | $5,850-24.3% |
| Admin fee / account holder | $2,679 | $13,434-80.1% | $9,702-72.4% | $11,596-76.9% |