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 | $150,019 | $157,256-4.6% | $141,162+6.3% | $152,861-1.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.57% | 64.32%-38.8pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,563 | $5,261-70.3% | $4,735-67.0% | $4,762-67.2% |
| Participant deferral / active EE | $6,710 | $7,109-5.6% | $6,7090% | $5,850+14.7% |
| Admin fee / account holder | $361 | $12,120-97.0% | $10,261-96.5% | $11,596-96.9% |