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 | $155,702 | $159,602-2.4% | $150,045+3.8% | $142,382+9.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.09% | 70.24%-52.1pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,581 | $4,961-27.8% | $4,693-23.7% | $4,299-16.7% |
| Participant deferral / active EE | $9,908 | $8,310+19.2% | $7,997+23.9% | $6,507+52.3% |
| Admin fee / account holder | $649 | $14,846-95.6% | $13,435-95.2% | $12,624-94.9% |