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 | $176,849 | $177,572-0.4% | $154,803+14.2% | $142,382+24.2% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 12.75% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $7,340 | $4,810+52.6% | $4,305+70.5% | $4,299+70.7% |
| Participant deferral / active EE | $4,785 | $6,272-23.7% | $5,540-13.6% | $6,507-26.5% |
| Admin fee / account holder | $5,525 | $16,786-67.1% | $14,329-61.4% | $12,624-56.2% |