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 | $152,102 | $159,602-4.7% | $150,045+1.4% | $142,382+6.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 13.68% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,322 | $4,961-73.3% | $4,693-71.8% | $4,299-69.2% |
| Participant deferral / active EE | $6,264 | $8,310-24.6% | $7,997-21.7% | $6,507-3.7% |
| Admin fee / account holder | $724 | $14,846-95.1% | $13,435-94.6% | $12,624-94.3% |