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 | $164,852 | $177,572-7.2% | $154,803+6.5% | $142,382+15.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.49% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,446 | $4,810-69.9% | $4,305-66.4% | $4,299-66.4% |
| Participant deferral / active EE | $10,415 | $6,272+66.1% | $5,540+88.0% | $6,507+60.1% |
| Admin fee / account holder | $4,763 | $16,786-71.6% | $14,329-66.8% | $12,624-62.3% |