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 | $153,603 | $177,572-13.5% | $154,803-0.8% | $142,382+7.9% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.62% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $6,954 | $4,810+44.6% | $4,305+61.5% | $4,299+61.8% |
| Participant deferral / active EE | $5,992 | $6,272-4.5% | $5,540+8.2% | $6,507-7.9% |
| Admin fee / account holder | $1,159 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |