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 | $150,405 | $154,228-2.5% | $145,433+3.4% | $137,256+9.6% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 17.47% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,632 | $4,804-3.6% | $4,554+1.7% | $4,156+11.4% |
| Participant deferral / active EE | $10,614 | $8,216+29.2% | $7,897+34.4% | $6,407+65.7% |
| Admin fee / account holder | $1,245 | $14,344-91.3% | $13,129-90.5% | $12,270-89.9% |