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 | $165,068 | $167,484-1.4% | $151,611+8.9% | $134,475+22.7% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -15.57% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,802 | $6,829-15.0% | $6,166-5.9% | $4,740+22.4% |
| Participant deferral / active EE | $4,492 | $8,986-50.0% | $8,363-46.3% | $6,400-29.8% |
| Admin fee / account holder | $1,275 | $13,783-90.7% | $11,616-89.0% | $11,426-88.8% |