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 | $151,404 | $172,111-12.0% | $150,298+0.7% | $137,256+10.3% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 15.92% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,341 | $4,636-6.4% | $4,154+4.5% | $4,156+4.4% |
| Participant deferral / active EE | $5,880 | $6,166-4.6% | $5,453+7.8% | $6,407-8.2% |
| Admin fee / account holder | $5,048 | $16,471-69.4% | $14,116-64.2% | $12,270-58.9% |