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 | $157,957 | $152,587+3.5% | $125,175+26.2% | $152,861+3.3% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 20.82% | 54.84%-34.0pp | 43.79%-23.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,714 | $4,946-45.1% | $3,865-29.8% | $4,762-43.0% |
| Participant deferral / active EE | $11,360 | $5,868+93.6% | $4,937+130.1% | $5,850+94.2% |
| Admin fee / account holder | $2,529 | $13,434-81.2% | $9,702-73.9% | $11,596-78.2% |