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 | $152,942 | $148,534+3.0% | $135,903+12.5% | $139,434+9.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 19.06% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $7,141 | $5,243+36.2% | $4,856+47.1% | $4,751+50.3% |
| Participant deferral / active EE | $3,574 | $8,100-55.9% | $7,758-53.9% | $6,710-46.7% |
| Admin fee / account holder | $1,177 | $12,400-90.5% | $10,762-89.1% | $11,403-89.7% |