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 | $187,811 | $167,484+12.1% | $151,611+23.9% | $134,475+39.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -15.64% | 7.80%-23.4pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $11,086 | $6,829+62.3% | $6,166+79.8% | $4,740+133.9% |
| Participant deferral / active EE | $8,606 | $8,986-4.2% | $8,363+2.9% | $6,400+34.5% |
| Admin fee / account holder | $3,293 | $13,783-76.1% | $11,616-71.7% | $11,426-71.2% |