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 | $163,679 | $183,519-10.8% | $155,509+5.3% | $145,922+12.2% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 13.96% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,569 | $5,313+42.5% | $4,672+62.0% | $4,660+62.4% |
| Participant deferral / active EE | $5,713 | $6,462-11.6% | $5,626+1.5% | $6,688-14.6% |
| Admin fee / account holder | $3,560 | $19,313-81.6% | $15,912-77.6% | $13,397-73.4% |