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 | $141,081 | $175,202-19.5% | $149,673-5.7% | $139,434+1.2% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 15.89% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,928 | $5,474-46.5% | $4,818-39.2% | $4,751-38.4% |
| Participant deferral / active EE | $7,640 | $6,519+17.2% | $5,680+34.5% | $6,710+13.9% |
| Admin fee / account holder | $2,579 | $16,150-84.0% | $13,210-80.5% | $11,403-77.4% |