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 | $158,628 | $177,572-10.7% | $154,803+2.5% | $142,382+11.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.45% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $7,392 | $4,810+53.7% | $4,305+71.7% | $4,299+71.9% |
| Participant deferral / active EE | $6,301 | $6,272+0.5% | $5,540+13.7% | $6,507-3.2% |
| Admin fee / account holder | $27,013 | $16,786+60.9% | $14,329+88.5% | $12,624+114.0% |