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 | $233,576 | $228,332+2.3% | $185,823+25.7% | $158,922+47.0% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 6.93% | 40.80%-33.9pp | 35.95%-29.0pp | 302.83%-295.9pp |
| Employer contribution / active EE | $8,368 | $4,967+68.5% | $4,087+104.7% | $4,761+75.8% |
| Participant deferral / active EE | $6,233 | $6,415-2.8% | $5,632+10.7% | $5,982+4.2% |
| Admin fee / account holder | $1,955 | $11,864-83.5% | $9,500-79.4% | $11,246-82.6% |