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 | $141,182 | $152,587-7.5% | $125,175+12.8% | $152,861-7.6% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 21.50% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,487 | $4,946-49.7% | $3,865-35.7% | $4,762-47.8% |
| Participant deferral / active EE | $4,973 | $5,868-15.2% | $4,937+0.7% | $5,850-15.0% |
| Admin fee / account holder | $13,737 | $13,434+2.3% | $9,702+41.6% | $11,596+18.5% |