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 | $173,982 | $162,781+6.9% | $133,956+29.9% | $158,922+9.5% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 15.50% | 41.94%-26.4pp | 45.09%-29.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,209 | $4,975-75.7% | $3,919-69.2% | $4,761-74.6% |
| Participant deferral / active EE | $6,312 | $5,911+6.8% | $5,048+25.0% | $5,982+5.5% |
| Admin fee / account holder | $4,423 | $11,736-62.3% | $8,927-50.5% | $11,246-60.7% |