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 | $177,080 | $162,781+8.8% | $133,956+32.2% | $158,922+11.4% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 10.82% | 41.94%-31.1pp | 45.09%-34.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,763 | $4,975-64.6% | $3,919-55.0% | $4,761-63.0% |
| Participant deferral / active EE | $5,799 | $5,911-1.9% | $5,048+14.9% | $5,982-3.1% |
| Admin fee / account holder | $532 | $11,736-95.5% | $8,927-94.0% | $11,246-95.3% |