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 | $160,043 | $157,256+1.8% | $141,162+13.4% | $152,861+4.7% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 20.56% | 64.32%-43.8pp | 71.39%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,593 | $5,261-31.7% | $4,735-24.1% | $4,762-24.6% |
| Participant deferral / active EE | $14,525 | $7,109+104.3% | $6,709+116.5% | $5,850+148.3% |
| Admin fee / account holder | $15,885 | $12,120+31.1% | $10,261+54.8% | $11,596+37.0% |