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 | $163,959 | $157,256+4.3% | $141,162+16.1% | $152,861+7.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 17.71% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $11,297 | $5,261+114.7% | $4,735+138.6% | $4,762+137.2% |
| Participant deferral / active EE | $11,717 | $7,109+64.8% | $6,709+74.6% | $5,850+100.3% |
| Admin fee / account holder | $11,825 | $12,120-2.4% | $10,261+15.2% | $11,596+2.0% |