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 | $156,855 | $198,466-21.0% | $170,442-8.0% | $147,584+6.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.44% | 257.29%-235.9pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,859 | $6,184-53.8% | $5,433-47.4% | $4,876-41.4% |
| Participant deferral / active EE | $9,378 | $5,629+66.6% | $4,939+89.9% | $5,439+72.4% |
| Admin fee / account holder | $15,342 | $16,852-9.0% | $13,880+10.5% | $10,885+40.9% |