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 | $135,666 | $175,202-22.6% | $149,673-9.4% | $139,434-2.7% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 14.98% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,504 | $5,474-72.5% | $4,818-68.8% | $4,751-68.3% |
| Participant deferral / active EE | $6,263 | $6,519-3.9% | $5,680+10.3% | $6,710-6.7% |
| Admin fee / account holder | $1,261 | $16,150-92.2% | $13,210-90.5% | $11,403-88.9% |