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 | $166,698 | $163,101+2.2% | $136,749+21.9% | $142,382+17.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.20% | 27.54%-11.3pp | 24.33%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,311 | $4,117+29.0% | $3,400+56.2% | $4,299+23.5% |
| Participant deferral / active EE | $5,649 | $5,585+1.2% | $4,692+20.4% | $6,507-13.2% |
| Admin fee / account holder | $1,962 | $14,318-86.3% | $11,386-82.8% | $12,624-84.5% |