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 | $181,343 | $165,984+9.3% | $164,813+10.0% | $145,922+24.3% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 10.18% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,988 | $5,273-43.3% | $4,341-31.2% | $4,660-35.9% |
| Participant deferral / active EE | $9,132 | $6,959+31.2% | $6,031+51.4% | $6,688+36.5% |
| Admin fee / account holder | $1,178 | $16,648-92.9% | $12,690-90.7% | $13,397-91.2% |