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 | $177,572-14.4% | $154,803-1.8% | $142,382+6.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.51% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,718 | $4,810-64.3% | $4,305-60.1% | $4,299-60.0% |
| Participant deferral / active EE | $13,477 | $6,272+114.9% | $5,540+143.3% | $6,507+107.1% |
| Admin fee / account holder | $302 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |