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 | $150,874 | $107,334+40.6% | $92,893+62.4% | $152,861-1.3% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 22.46% | 145.58%-123.1pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,156 | $4,221-72.6% | $3,653-68.4% | $4,762-75.7% |
| Participant deferral / active EE | $5,778 | $4,845+19.3% | $4,236+36.4% | $5,850-1.2% |
| Admin fee / account holder | $7,156 | $7,079+1.1% | $5,794+23.5% | $11,596-38.3% |