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 | $185,263 | $167,484+10.6% | $151,611+22.2% | $134,475+37.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -13.03% | 7.80%-20.8pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $6,064 | $6,829-11.2% | $6,166-1.7% | $4,740+27.9% |
| Participant deferral / active EE | $12,720 | $8,986+41.6% | $8,363+52.1% | $6,400+98.8% |
| Admin fee / account holder | $2,307 | $13,783-83.3% | $11,616-80.1% | $11,426-79.8% |