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 | $213,302 | $167,484+27.4% | $151,611+40.7% | $134,475+58.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -13.94% | 7.80%-21.7pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $6,550 | $6,829-4.1% | $6,166+6.2% | $4,740+38.2% |
| Participant deferral / active EE | $7,251 | $8,986-19.3% | $8,363-13.3% | $6,400+13.3% |
| Admin fee / account holder | $1,526 | $13,783-88.9% | $11,616-86.9% | $11,426-86.6% |