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 | $155,894 | $159,602-2.3% | $150,045+3.9% | $142,382+9.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 12.84% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $7,192 | $4,961+45.0% | $4,693+53.3% | $4,299+67.3% |
| Participant deferral / active EE | $5,884 | $8,310-29.2% | $7,997-26.4% | $6,507-9.6% |
| Admin fee / account holder | $5,199 | $14,846-65.0% | $13,435-61.3% | $12,624-58.8% |