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 | $169,090 | $148,534+13.8% | $135,903+24.4% | $139,434+21.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.36% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,142 | $5,243-78.2% | $4,856-76.5% | $4,751-76.0% |
| Participant deferral / active EE | $4,543 | $8,100-43.9% | $7,758-41.4% | $6,710-32.3% |
| Admin fee / account holder | $1,089 | $12,400-91.2% | $10,762-89.9% | $11,403-90.4% |