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 | $146,176 | $159,602-8.4% | $150,045-2.6% | $142,382+2.7% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 13.72% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,919 | $4,961+79.8% | $4,693+90.0% | $4,299+107.5% |
| Participant deferral / active EE | $7,586 | $8,310-8.7% | $7,997-5.1% | $6,507+16.6% |
| Admin fee / account holder | $603 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |