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 | $155,095 | $135,952+14.1% | $123,892+25.2% | $273,961-43.4% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 9.36% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $5,383 | $5,170+4.1% | $4,617+16.6% | $4,869+10.6% |
| Participant deferral / active EE | $7,178 | $6,343+13.2% | $5,984+20.0% | $5,287+35.8% |
| Admin fee / account holder | $31,098 | $9,817+216.8% | $8,357+272.1% | $10,132+206.9% |