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 | $146,519 | $175,202-16.4% | $149,673-2.1% | $139,434+5.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.87% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,048 | $5,474-44.3% | $4,818-36.7% | $4,751-35.8% |
| Participant deferral / active EE | $8,168 | $6,519+25.3% | $5,680+43.8% | $6,710+21.7% |
| Admin fee / account holder | $860 | $16,150-94.7% | $13,210-93.5% | $11,403-92.5% |