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 | $150,759 | $152,587-1.2% | $125,175+20.4% | $152,861-1.4% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 20.45% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,251 | $4,946-54.5% | $3,865-41.8% | $4,762-52.7% |
| Participant deferral / active EE | $7,980 | $5,868+36.0% | $4,937+61.6% | $5,850+36.4% |
| Admin fee / account holder | $7,460 | $13,434-44.5% | $9,702-23.1% | $11,596-35.7% |