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 | $230,056 | $167,484+37.4% | $151,611+51.7% | $134,475+71.1% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -16.22% | 7.80%-24.0pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $8,664 | $6,829+26.9% | $6,166+40.5% | $4,740+82.8% |
| Participant deferral / active EE | $18,741 | $8,986+108.6% | $8,363+124.1% | $6,400+192.8% |
| Admin fee / account holder | $11,291 | $13,783-18.1% | $11,616-2.8% | $11,426-1.2% |