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 | $151,063 | $185,822-18.7% | $169,993-11.1% | $139,434+8.3% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 14.47% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,532 | $7,590-79.8% | $6,785-77.4% | $4,751-67.8% |
| Participant deferral / active EE | $4,158 | $11,622-64.2% | $10,408-60.1% | $6,710-38.0% |
| Admin fee / account holder | $686 | $15,381-95.5% | $12,815-94.6% | $11,403-94.0% |