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 | $158,071 | $175,202-9.8% | $149,673+5.6% | $139,434+13.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 24.01% | 166.71%-142.7pp | 134.42%-110.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,373 | $5,474-74.9% | $4,818-71.5% | $4,751-71.1% |
| Participant deferral / active EE | $6,667 | $6,519+2.3% | $5,680+17.4% | $6,710-0.6% |
| Admin fee / account holder | $1,336 | $16,150-91.7% | $13,210-89.9% | $11,403-88.3% |