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 | $140,430 | $185,822-24.4% | $169,993-17.4% | $139,434+0.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 17.45% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,376 | $7,590-29.2% | $6,785-20.8% | $4,751+13.2% |
| Participant deferral / active EE | $8,622 | $11,622-25.8% | $10,408-17.2% | $6,710+28.5% |
| Admin fee / account holder | $795 | $15,381-94.8% | $12,815-93.8% | $11,403-93.0% |