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 | $152,066 | $172,111-11.6% | $150,298+1.2% | $137,256+10.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 16.51% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,718 | $4,636-62.9% | $4,154-58.6% | $4,156-58.7% |
| Participant deferral / active EE | $13,477 | $6,166+118.6% | $5,453+147.2% | $6,407+110.4% |
| Admin fee / account holder | $302 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |