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 | $143,743 | $177,572-19.1% | $154,803-7.1% | $142,382+1.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 14.43% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,737 | $4,810-22.3% | $4,305-13.2% | $4,299-13.1% |
| Participant deferral / active EE | $5,554 | $6,272-11.4% | $5,540+0.2% | $6,507-14.7% |
| Admin fee / account holder | $430 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |