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 | $168,591 | $148,534+13.5% | $135,903+24.1% | $139,434+20.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 18.40% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,350 | $5,243-17.0% | $4,856-10.4% | $4,751-8.4% |
| Participant deferral / active EE | $6,994 | $8,100-13.7% | $7,758-9.8% | $6,710+4.2% |
| Admin fee / account holder | $2,211 | $12,400-82.2% | $10,762-79.5% | $11,403-80.6% |