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 | $171,157 | $197,591-13.4% | $177,821-3.7% | $158,922+7.7% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 13.52% | 58.76%-45.2pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,026 | $6,697-69.7% | $5,918-65.8% | $4,761-57.4% |
| Participant deferral / active EE | $5,125 | $8,405-39.0% | $7,714-33.6% | $5,982-14.3% |
| Admin fee / account holder | $3,284 | $15,399-78.7% | $12,427-73.6% | $11,246-70.8% |