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 | $150,885 | $197,591-23.6% | $177,821-15.1% | $158,922-5.1% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 14.08% | 58.76%-44.7pp | 48.32%-34.2pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,606 | $6,697-61.1% | $5,918-56.0% | $4,761-45.3% |
| Participant deferral / active EE | $3,194 | $8,405-62.0% | $7,714-58.6% | $5,982-46.6% |
| Admin fee / account holder | $9,453 | $15,399-38.6% | $12,427-23.9% | $11,246-15.9% |