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 | $157,604 | $162,781-3.2% | $133,956+17.7% | $158,922-0.8% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 18.48% | 41.94%-23.5pp | 45.09%-26.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,317 | $4,975-73.5% | $3,919-66.4% | $4,761-72.3% |
| Participant deferral / active EE | $4,237 | $5,911-28.3% | $5,048-16.1% | $5,982-29.2% |
| Admin fee / account holder | $27,877 | $11,736+137.5% | $8,927+212.3% | $11,246+147.9% |