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 | $151,734 | $124,281+22.1% | $109,143+39.0% | $167,490-9.4% |
| Participation rate | 78.6% | 79.4%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 11.73% | 26.04%-14.3pp | 25.75%-14.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,228 | $4,207-47.0% | $3,722-40.1% | $4,837-53.9% |
| Participant deferral / active EE | $4,379 | $5,255-16.7% | $4,653-5.9% | $6,341-31.0% |
| Admin fee / account holder | $692 | $7,970-91.3% | $6,752-89.8% | $12,309-94.4% |