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 | $150,196 | $177,572-15.4% | $154,803-3.0% | $142,382+5.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.83% | 65.07%-51.2pp | 58.88%-45.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $6,073 | $4,810+26.3% | $4,305+41.1% | $4,299+41.3% |
| Participant deferral / active EE | $4,220 | $6,272-32.7% | $5,540-23.8% | $6,507-35.2% |
| Admin fee / account holder | $77,597 | $16,786+362.3% | $14,329+441.5% | $12,624+514.7% |