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 | $154,435 | $197,591-21.8% | $177,821-13.2% | $158,922-2.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 14.57% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,539 | $6,697-62.1% | $5,918-57.1% | $4,761-46.7% |
| Participant deferral / active EE | $6,956 | $8,405-17.2% | $7,714-9.8% | $5,982+16.3% |
| Admin fee / account holder | $6,000 | $15,399-61.0% | $12,427-51.7% | $11,246-46.6% |