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 | $152,412 | $178,174-14.5% | $156,181-2.4% | $137,256+11.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 15.30% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,329 | $4,972-33.0% | $4,294-22.5% | $4,156-19.9% |
| Participant deferral / active EE | $11,177 | $6,888+62.3% | $6,132+82.3% | $6,407+74.5% |
| Admin fee / account holder | $954 | $17,404-94.5% | $14,586-93.5% | $12,270-92.2% |