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 | $149,102 | $152,587-2.3% | $125,175+19.1% | $152,861-2.5% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 21.52% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $10,789 | $4,946+118.1% | $3,865+179.1% | $4,762+126.6% |
| Participant deferral / active EE | $8,907 | $5,868+51.8% | $4,937+80.4% | $5,850+52.2% |
| Admin fee / account holder | $3,424 | $13,434-74.5% | $9,702-64.7% | $11,596-70.5% |