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 | $149,120 | $198,466-24.9% | $170,442-12.5% | $147,584+1.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.44% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,541 | $6,184-42.7% | $5,433-34.8% | $4,876-27.4% |
| Participant deferral / active EE | $5,142 | $5,629-8.7% | $4,939+4.1% | $5,439-5.5% |
| Admin fee / account holder | $934 | $16,852-94.5% | $13,880-93.3% | $10,885-91.4% |