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 | $148,575 | $175,202-15.2% | $149,673-0.7% | $139,434+6.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.18% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,650 | $5,474-33.3% | $4,818-24.2% | $4,751-23.2% |
| Participant deferral / active EE | $9,539 | $6,519+46.3% | $5,680+67.9% | $6,710+42.2% |
| Admin fee / account holder | $1,075 | $16,150-93.3% | $13,210-91.9% | $11,403-90.6% |