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 | $168,454 | $185,822-9.3% | $169,993-0.9% | $139,434+20.8% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 26.79% | 60.50%-33.7pp | 53.37%-26.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $3,295 | $7,590-56.6% | $6,785-51.4% | $4,751-30.7% |
| Participant deferral / active EE | $7,497 | $11,622-35.5% | $10,408-28.0% | $6,710+11.7% |
| Admin fee / account holder | $6,746 | $15,381-56.1% | $12,815-47.4% | $11,403-40.8% |