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 | $146,151 | $178,174-18.0% | $156,181-6.4% | $137,256+6.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 17.71% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,055 | $4,972-18.4% | $4,294-5.6% | $4,156-2.4% |
| Participant deferral / active EE | $13,872 | $6,888+101.4% | $6,132+126.2% | $6,407+116.5% |
| Admin fee / account holder | $1,920 | $17,404-89.0% | $14,586-86.8% | $12,270-84.4% |