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 | $146,571 | $197,591-25.8% | $177,821-17.6% | $158,922-7.8% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 16.83% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,787 | $6,697-58.4% | $5,918-52.9% | $4,761-41.5% |
| Participant deferral / active EE | $8,662 | $8,405+3.1% | $7,714+12.3% | $5,982+44.8% |
| Admin fee / account holder | $23,711 | $15,399+54.0% | $12,427+90.8% | $11,246+110.8% |