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 | $147,123 | $185,822-20.8% | $169,993-13.5% | $139,434+5.5% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 15.95% | 60.50%-44.6pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,854 | $7,590-62.4% | $6,785-57.9% | $4,751-39.9% |
| Participant deferral / active EE | $3,970 | $11,622-65.8% | $10,408-61.9% | $6,710-40.8% |
| Admin fee / account holder | $6,107 | $15,381-60.3% | $12,815-52.3% | $11,403-46.4% |