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 | $148,143 | $159,602-7.2% | $150,045-1.3% | $142,382+4.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 17.07% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,482 | $4,961+30.7% | $4,693+38.1% | $4,299+50.8% |
| Participant deferral / active EE | $10,643 | $8,310+28.1% | $7,997+33.1% | $6,507+63.6% |
| Admin fee / account holder | $742 | $14,846-95.0% | $13,435-94.5% | $12,624-94.1% |