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 | $149,015 | $198,466-24.9% | $170,442-12.6% | $147,584+1.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.43% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $9,344 | $6,184+51.1% | $5,433+72.0% | $4,876+91.6% |
| Participant deferral / active EE | $5,793 | $5,629+2.9% | $4,939+17.3% | $5,439+6.5% |
| Admin fee / account holder | $396 | $16,852-97.6% | $13,880-97.1% | $10,885-96.4% |