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 | $156,654 | $157,256-0.4% | $141,162+11.0% | $152,861+2.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 22.33% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,063 | $5,261-41.8% | $4,735-35.3% | $4,762-35.7% |
| Participant deferral / active EE | $6,427 | $7,109-9.6% | $6,709-4.2% | $5,850+9.9% |
| Admin fee / account holder | $4,158 | $12,120-65.7% | $10,261-59.5% | $11,596-64.1% |