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 | $133,780 | $162,781-17.8% | $133,956-0.1% | $158,922-15.8% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 19.26% | 41.94%-22.7pp | 45.09%-25.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,263 | $4,975-54.5% | $3,919-42.2% | $4,761-52.5% |
| Participant deferral / active EE | $6,006 | $5,911+1.6% | $5,048+19.0% | $5,982+0.4% |
| Admin fee / account holder | $27,451 | $11,736+133.9% | $8,927+207.5% | $11,246+144.1% |