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 | $200,389 | $211,958-5.5% | $169,463+18.2% | $135,375+48.0% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -4.91% | 3.26%-8.2pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,458 | $5,120-12.9% | $4,159+7.2% | $4,779-6.7% |
| Participant deferral / active EE | $5,718 | $6,075-5.9% | $5,277+8.4% | $5,609+1.9% |
| Admin fee / account holder | $1,767 | $11,471-84.6% | $9,109-80.6% | $10,827-83.7% |