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 | $132,668 | $111,535+18.9% | $105,223+26.1% | $137,256-3.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 13.26% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,610 | $3,939-8.4% | $3,689-2.1% | $4,156-13.1% |
| Participant deferral / active EE | $8,823 | $5,500+60.4% | $5,072+74.0% | $6,407+37.7% |
| Admin fee / account holder | $564 | $9,721-94.2% | $8,859-93.6% | $12,270-95.4% |