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 | $147,342 | $172,111-14.4% | $150,298-2.0% | $137,256+7.3% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 13.03% | 69.37%-56.3pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $8,544 | $4,636+84.3% | $4,154+105.7% | $4,156+105.6% |
| Participant deferral / active EE | $7,714 | $6,166+25.1% | $5,453+41.5% | $6,407+20.4% |
| Admin fee / account holder | $1,063 | $16,471-93.5% | $14,116-92.5% | $12,270-91.3% |